P&C Licensed Customer Service Representative

The Juris Agency; Greensboro (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid Time Off

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Job summary

The Juris Agency in Greensboro, NC is seeking a friendly, service-oriented Customer Service Representative to join our team full-time. You will assist existing clients and new prospects, process policy change requests, and maintain knowledge of our insurance products.

A Property & Casualty Insurance License is required or you must have completed the course for the P&C exam. Strong communication and organizational skills, plus the ability to multi-task, will help you succeed and advance within

Qualifications

• Property & Casualty Insurance License is required or has completed the P&C course.
• Strong communication and interpersonal skills.
• Ability to multi-task with follow-through and follow-up.
• Professional phone etiquette and a positive attitude.
• Willingness to learn and be coachable.

Responsibilities

• Process customer policy change requests.
• Secure all trailing documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Greet customers entering the office in a friendly and helpful manner.
• Take premium payments from customers.
• Verify contact details and update information.
• Answer incoming phone calls on the first ring.
• Return phone messages promptly.
• Maintain knowledge of new products and provide exceptional service.
• Build strong customer relationships and follow up on claims.

Skills

Property & Casualty License

Communication skills

Bilingual (English/Spanish) beneficial

Phone etiquette

Multi-tasking

Coachable

Job description

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. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

It is a requirement to have a Property & Casualty Insurance License for this position. However, if you have already taken the required course for the P&C Exam-you would be considered.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Maintain knowledge of new products.
• Provideexceptional customer service.
• Be outstanding at relationship building.
• Claims follow up calls.
• Provides on-going support to insurance clients as needed.

Requirements

• Possess Property & Casualty Ins License
• 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.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Professional phone etiquette.
• Career minded vision.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Bilingual, fluent in both English and Spanish is beneficial.