Personal Insurance Agent (Hybrid)

Phelan Insurance Agency Inc; Versailles (OH); Remote; USD 35,000 - 48,000; Full time

Benefits offered by this job

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Tuition Reimbursement

Mon-Fri Schedule

Retirement Plan

Evenings Off

Career Growth Opportunities

Paid Time Off (PTO)

Job summary

Phelan Insurance Agency Inc is seeking a compassionate personal lines customer service representative to join our team from a remote setting. You will handle policy changes, document client interactions, and provide knowledgeable guidance on product options to meet client needs.

Ideal candidates demonstrate strong communication, problem-solving, and a team-oriented attitude, with a Property & Casualty license and a commitment to ongoing learning and service excellence.

Qualifications

• Willingness to learn, be coachable and proactive.
• Excellent verbal and written communication, interpersonal skills.
• Ability to multitask, follow-through and respond promptly.
• Strong customer-service orientation and empathy.
• Professional phone etiquette and relationship-building skills.

Responsibilities

• Process policy change requests for customers.
• Secure trailing documents from customers.
• Document customer contacts in the agency system.
• Maintain knowledge of new products and offerings.
• Provide exceptional customer service to clients.
• Follow up with clients to maintain relationships.
• Support client retention and loyalty through consistent service.
• Assist insureds with policy explanations and needs assessment.
• Explain policy options to prospective clients based on needs.
• Stay informed on market trends and best practices.

Skills

Customer service

Communication skills

Multi-tasking

Phone etiquette

Problem solving

Education

Property & Casualty license

Job description

Job Description

If you enjoy helping others and are a compassionate, customer-focused individual, Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. At Phelan Insurance Agency Inc we pride ourselves on our outstanding insurance products and customer service.

Benefits

• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Retirement Plan
• Evenings Off
• Career Growth Opportunities
• Paid Time Off (PTO)

Responsibilities

• Process customer policy change requests.
• Secure all trailing Documents from customers.
• Document each customer contact in our Agency Management System.
• Maintain knowledge of new products.
• Provideexceptional customer service.
• Maintain client relationships with follow up phone calls.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personalgoals.
• Stay up-to-date on industry market trends and best practices
• Assess and identify the wants and needs of your customer(s) over the phone
• Educate clients on the insurance policies that best suit their needs
• Provide policies to new clients and explain benefits/risks of the policy

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.
• Excellent Communication/interpersonal skills.
• Property & Casualty license is required.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Strong communication skills, both oral and written.
• Ability to tactfully handle stressful and difficult situations.