Insurance Customer Service & Upsell Advocate

Secured Assets, LLC

Williamsburg (VA)

Sur place

USD 32 000 - 42 000

Plein temps

Il y a 6 jours

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Avantages offerts par ce poste

PTO

Health Insurance

Retirement Plan

Mon-Fri Schedule

Qualifications

Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Possess an upbeat, positive and enthusiastic attitude.
Proficiency to multi-task, follow-thru and follow-up.
A Property & Casualty insurance license is required or willing to obtain.
No insurance experience required but must be willing to learn.

Responsabilités

Process customer policy change requests.
Secure all Trailing Documents from customers.
Handle all incoming claim calls from customers and follow-up.
Complete Evidence of Insurance requests.
Document each customer contact in eAgent.
Take premium payments from customers.
Ask each customer for referrals and explain our referral program.
Treat each customer contact as a cross and up-sell opportunity including financial products.

Connaissances

Customer service

Multi-tasking

Communication

Positive attitude

Willingness to learn

Description du poste

Job Description

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in.

No prior experience is necessary

Benefits

Paid Time Off (PTO)
Health Insurance
Retirement Plan
Mon-Fri Schedule

Responsibilities

Process customer policy change requests.
Secure all Trailing Documents from customers.
Handle all incoming claim calls from customers and follow-up.
Complete Evidence of Insurance requests.
Document each customer contact in eAgent.
Take premium payments from customers.
Ask each customer for referrals and explain our referral program.
Treat each customer contact as a cross and up-sell opportunity including financial products.

Requirements

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Possess an upbeat, positive and enthusiastic attitude.
Proficiency to multi-task, follow-thru and follow-up.
A Property & Casualty insurance license is required or willing to obtain
No insurance experience required but must be willing to learn