- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review coverages and exposures, and explore other coverage needs.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Competitive pay commensurate with experience and Licensing
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
- Applicants are required to take a personality test to help determine their probability of success in the position.
- Competitive Pay
- Professional Development
- Paid Time Off
- Retirement Savings Plan
- Pay for Licensure and Continuing Education
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Customer Service Representative - Tuscola, United States - Independent Insurance Agents
Description
The Customer Service Representative at Lighthouse Insurance Agency Inc is the front-line support for maintaining solid customer relationships and ensuring client satisfaction. They are responsible for handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, competitive compensation, and more, then you've come to the right place Working with an independent agency is a great career choice.
Lighthouse Insurance Agency is located in Tuscola, IL specializing in Business, Home, Auto, and Life Insurance Products. We believe in putting our clients' needs first, which has helped us become a top-producing Agency for several well-known Insurance Carriers. Being a family-operated business, we consider our staff part of our family and do what we can to see them succeed.
Our Core Values are the tools we use and the behaviors we exhibit as Employees of Lighthouse Insurance Agency. They describe what is important to us as a team as well as individually, to develop and succeed based on our Mission.
We are united by a passion for exceptional Customer Service. We strive to provide an atmosphere based on Christ-like Integrity though Clarity, Family, Service, Balance, Growth, Excellence, and Empathy for each individual. With these values in place, we provide the opportunity for everyone to reach their full potential, maximizing their unique ability while being valued and respected.
The demand for insurance professionals is growing every day Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location, and not to the Independent Insurance Agents of Illinois Association.
