Insurance Customer Service Representative Trainee
Tushar Barot - Supreme Insurance Services, Charlotte, NC, United States
Benefits:
Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance 401(k) matching Personal Lines Insurance Customer Service Representative Trainee
Personal Lines Insurance Customer Service Representative Trainee with excellent customer service, organization, communication skills. Relationship builders who enjoy selling, handling customer inquiries and concerns with speed, professionalism, and strong attention to detail, enjoy interacting daily with customers, carriers, and coworkers while servicing and marketing products. Customer Service Representative Trainee is training ground to learn the insurance business and advance to higher levels of income and responsibility. The company will pay for NC P&C license, provide invaluable on the job training to grow with us. Personal Lines Insurance Customer Service Representative Trainee Candidates will benefit from:
Being a part of small, upbeat, close knit team Thrive in an environment focused on customer service excellence and being that trusted advisor Grow with an experienced team that has great reputation in the marketplace Competitive pay and full health benefits and retirement savings The Personal Lines Insurance Customer Service Representative Trainee’s role
The Personal Lines Insurance Customer Service Representative Trainee's role is to maintain and maximize profitable relationships with personal lines clients and to grow the book of business through new client sales, meeting and exceeding Agency sales goals, service, and quality standards. Requirements:
Bachelor’s Degree or comparable work experience. Goal orientated relationship builder who enjoys selling great products to protect clients and their assets Service minded sales professional who enjoys meeting clients need and ensure coverages are set up correctly and expectations are exceeded Possess strong presentation, persuasion, and negotiation skills with the ability to close sales. Demonstrate strong customer focus and an excellent phone manner Strong written and verbal communication skills Excellent math and reading skills to accurately perform simple calculations. Skilled in handling difficult customer phone calls and solve complex problems without direct supervision. Strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills. Technology and Computer proficiency including agency management systems, our office is highly automated. Enjoys continuous learning and has ability to obtain NC Property and Liability Insurance licenses. Responsibilities
Provide service to existing clients: updating policies, quoting, taking payments, answering questions, providing documentation, answering phones, greeting visitors and assisting with mail. Respond to incoming inquiries (phone, online, walk-in) and gather all necessary information on quote sheet. Identify, qualify, and develop new client insurance opportunities in person, online, by phone, and written. Actively solicit increases in coverage or rounding out accounts at every service contact. Resolve issues by clarifying the customer's concern, determining the cause, selecting and explaining the best solution to resolve, expediting correction or adjustment, following up to resolution. Network and prospect for new clients, including win backs. Obtain best coverage/rate for insured, process quotes, and bind insurance coverage. Present policies to insured and educate them on coverages and rates. Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Maintain customer records: recording details of inquiries, comments, and actions taken in the agency management system.
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Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance 401(k) matching Personal Lines Insurance Customer Service Representative Trainee
Personal Lines Insurance Customer Service Representative Trainee with excellent customer service, organization, communication skills. Relationship builders who enjoy selling, handling customer inquiries and concerns with speed, professionalism, and strong attention to detail, enjoy interacting daily with customers, carriers, and coworkers while servicing and marketing products. Customer Service Representative Trainee is training ground to learn the insurance business and advance to higher levels of income and responsibility. The company will pay for NC P&C license, provide invaluable on the job training to grow with us. Personal Lines Insurance Customer Service Representative Trainee Candidates will benefit from:
Being a part of small, upbeat, close knit team Thrive in an environment focused on customer service excellence and being that trusted advisor Grow with an experienced team that has great reputation in the marketplace Competitive pay and full health benefits and retirement savings The Personal Lines Insurance Customer Service Representative Trainee’s role
The Personal Lines Insurance Customer Service Representative Trainee's role is to maintain and maximize profitable relationships with personal lines clients and to grow the book of business through new client sales, meeting and exceeding Agency sales goals, service, and quality standards. Requirements:
Bachelor’s Degree or comparable work experience. Goal orientated relationship builder who enjoys selling great products to protect clients and their assets Service minded sales professional who enjoys meeting clients need and ensure coverages are set up correctly and expectations are exceeded Possess strong presentation, persuasion, and negotiation skills with the ability to close sales. Demonstrate strong customer focus and an excellent phone manner Strong written and verbal communication skills Excellent math and reading skills to accurately perform simple calculations. Skilled in handling difficult customer phone calls and solve complex problems without direct supervision. Strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills. Technology and Computer proficiency including agency management systems, our office is highly automated. Enjoys continuous learning and has ability to obtain NC Property and Liability Insurance licenses. Responsibilities
Provide service to existing clients: updating policies, quoting, taking payments, answering questions, providing documentation, answering phones, greeting visitors and assisting with mail. Respond to incoming inquiries (phone, online, walk-in) and gather all necessary information on quote sheet. Identify, qualify, and develop new client insurance opportunities in person, online, by phone, and written. Actively solicit increases in coverage or rounding out accounts at every service contact. Resolve issues by clarifying the customer's concern, determining the cause, selecting and explaining the best solution to resolve, expediting correction or adjustment, following up to resolution. Network and prospect for new clients, including win backs. Obtain best coverage/rate for insured, process quotes, and bind insurance coverage. Present policies to insured and educate them on coverages and rates. Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Maintain customer records: recording details of inquiries, comments, and actions taken in the agency management system.
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