- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Handle all incoming claim calls from customers and follow-up.
- Complete Evidence of Insurance requests.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain knowledge of new products and services.
- Be outstanding at relationship building.
- Schedule appointments for sales staff to meet prospective customers.
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Create relationships from a cold start.
- Proficiency to multi-task, follow-thru and follow-up.
- Must be highly self-motivated.
- A Property & Casualty insurance license is required.
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Licensed Customer Service Representative - Rhome, United States - Yolanda Heinsohn Farmers Insurance
2 weeks ago
Description
Job Description
Job DescriptionAre you looking for an opportunity to put your skills to better use? Yolanda Heinsohn Agency in Rhome, Texas, is looking for a positive, enthusiastic individual to join our outstanding team as a Full-Time . You will be using your professional demeanor, willingness to learn, and excellent communication skills to service new and existing accounts to achieve sales goals and service standards. Whether you have experience in the industry or are looking to start down a new career path, this may be the place for you. No previous industry experience? No problem If you have proven your customer service and communication skills in another industry and are ready to learn and grow, we can teach you everything you need to know to be successful with Yolanda Heinsohn Farmers Insurance.
Are you an experienced customer service representative? Amazing If you are an experienced customer service representative looking for a new opportunity, this may be the place for you.
You will also benefit from additional training and development opportunities, making this a great opportunity to transfer and grow your skills. If you are enthusiastic, willing to learn, and ready to provide an amazing experience for each customer, this may be the role for you.
Apply today
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Full snack room and refreshments
Family Events prioritized
Responsibilities
Requirements