Insurance Customer Service Representative

Paige Wilkinson & Associates; South Jordan (UT); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

Paige Wilkinson & Associates is seeking an Account Advisor to build strong customer relationships and act as a trusted resource for insurance needs.

You will help customers understand coverage, identify opportunities to protect what matters, and recommend suitable solutions while maintaining a proactive, organized approach.

Qualifications

• Strong communication and interpersonal skills demonstrated in customer interactions.
• Self-motivated and dependable with a proactive approach to learning.
• Ability to multitask while maintaining accuracy and responsiveness.
• Experience in customer service or insurance is preferred, with training provided.

Responsibilities

• Handle inbound and outbound calls with friendly, knowledgeable service.
• Build and maintain relationships with customers and educate them on policies.
• Assess needs and recommend appropriate coverage options.
• Follow up with leads and customers to identify new opportunities.
• Provide exceptional service by resolving questions and concerns promptly.
• Stay informed on insurance products, coverage options, and regulatory changes.

Skills

Communication

Interpersonal skills

Customer service

Organization

Multitasking

Problem solving

Team player

Proactive

Education

Property & Casualty license

Life & Health license

Job description

Job Description

We’re looking for a motivated Account Advisor to build strong relationships with our customers and serve as a trusted resource for their insurance needs. You’ll help customers understand their coverage, identify opportunities to better protect what matters to them, and recommend insurance solutions based on their individual needs. This role is a great fit for someone who is personable, organized, proactive, and enjoys helping others.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Handle inbound and outbound calls while providing friendly, knowledgeable, and professional service.
• Build and maintain strong relationships with new and existing customers.
• Assess each customer’s insurance needs and recommend appropriate coverage options.
• Educate customers on their insurance policies and help them understand the coverage available to them.
• Identify opportunities to offer additional coverage based on the customer’s needs.
• Follow up with leads, prospects, and existing customers to maintain relationships and identify new opportunities.
• Provide exceptional customer service by responding to questions, resolving concerns, and following through on customer requests.
• Maintain consistent follow-up to support customer satisfaction and retention.
• Stay knowledgeable about insurance products, coverage options, and changes that may impact customers.
• Understand and follow applicable underwriting, rating, and compliance requirements.
• Participate in marketing and customer outreach efforts.
• Attend and participate in agency-sponsored events to connect with customers, build relationships, and represent the agency.
• Work collaboratively with the team to ensure customers receive a positive and consistent experience.

Requirements

• Self-motivated, dependable, and willing to learn.
• Positive, professional attitude with a strong sense of urgency.
• Strong communication and interpersonal skills.
• Professional phone etiquette and excellent customer service skills.
• Strong organizational skills with the ability to multitask, follow through, and consistently follow up.
• Strong problem-solving skills and the ability to handle customer concerns professionally.
• Ability to remain calm and tactful in stressful or difficult situations.
• Driven and goal-oriented with the ability to take initiative and work independently.
• Team player who works well with others and contributes to a positive work environment.
• Comfortable with customer outreach and handling rejection when necessary.
• Property & Casualty license required. Candidates who are not currently licensed will receive assistance with obtaining their license upon hire
• Life & Health license required. Candidates who are not currently licensed will receive assistance with obtaining their license upon hire
• Previous insurance or customer service experience is preferred, but we’re willing to train a motivated individual who is eager to learn and develop in the role.