P&C Insurance Customer Service Representative

Affinity Insurance Group; Apex (NC); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health Insurance reimbursement

Tuition Assistance

Flexible work environment

Quarterly Production Bonus

Virtual Training

Job summary

Affinity Insurance Group in Apex, North Carolina is expanding and seeks a Personal Lines Customer Service Representative to join their team. The role involves answering customer inquiries, developing insurance quotes, and maintaining solid relationships with clients.

Applicants should have a Property & Casualty license and 1-3 years of experience, along with strong communication and customer service skills. A supportive work culture with benefits including health insurance, tuition assistance, and flexible scheduling is provided.

Qualifications

• 1-3 years of experience in a related role.
• Strong knowledge of insurance products and procedures.
• Ability to manage client interactions effectively.

Responsibilities

• Answer customer calls regarding insurance inquiries.
• Develop and present insurance quotes to clients.
• Maintain records of customer interactions in the agency system.

Skills

Licensed Property & Casualty

Communication skills

Customer focus

Bilingual – English/Spanish

Education

Associates Degree

Bachelor's Degree

Job description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a Full-Time position. As our new Personal Lines Customer Service Representative, you will work 37.5 hours a week. You will be responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism.

Our Insurance Agency is involved in the Community and belong to several Networking Groups. Our focus is to educate our clients and be their advocate for life. Our team enjoys helping people to protect their assets and keep them safe and secure with all their insurance needs.

We offer flexible scheduling options, the ability to work remotely, a supportive culture that encourages work-life balance, and a focus on managing workload to ensure time for personal commitments. We are a Family Owned Business.

Benefits

• Dental insurance
• Opportunity for advancement
• Vision insurance
• Full-Time Position
• Quarterly Production Bonus
• 37.5 hours work week
• Hybrid/Work from Home Flexibility
• Virtual Training
• Weekends Off
• Opportunity to Grow and advance
• Flexible work environment
• Salary is dependent on experience
• Health Insurance reimbursement
• Simple IRA
• Tuition Assistance
• Leads provided

Responsibilities

• Answer customer calls and correspondence regarding new or existing insurance policies, service claims and address client concerns.
• Work with prospects to pre-qualify and understand their needs, gather necessary data, develop insurance quotes, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Interact daily with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Requirements

• Licensed Property & Casualty with 1-3 years experience.
• Have a Associates Degree, Bachelor's Degree preferred.
• Familiarity with Erie Insurance is a plus.
• Bilingual – English/Spanish is a plus.
• Must be a Resident of North Carolina
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Excellent Communication skills - strong customer focus, ability, and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
• Works well with other employees and is a team player with a positive attitude.

Flexible work from home options available.