Insurance Agency Customer Service Representative

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TYPE OF WORK

Full Time

WAGE / SALARY

$600/month

HOURS PER WEEK

TBD

DATE UPDATED

Sep 1, 2021

JOB OVERVIEW

Customer Service for our clients and prospective clients by phone and via email.
Effectively communicating with clients, prospective clients mortgage companies and insurance companies.
Generating insurance ---------- ll back customers that have left voicemails.
Verify phone numbers, addresses and email addresses with each customer contact and update customer ---------- plete Evidence of Insurance requests.
Understanding the needs of our customers and fulfilling their expectations.
Variety of daily administrative tasks such as following up on signature forms, information gathering and other types of written and verbal communications while maintaining superior customer service and a positive attitude.

Ask each customer for referrals and explain our referral program.
Treat each customer contact as a cross and up-sell opportunity.
Maintain knowledge of new products.
Provide exceptional customer service.
Provides on-going support to insurance clients as needed.

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