Now Hiring - Insurance Customer Service Representative in Tulsa, OK

Job Description

The Receptionist position will involve answering multiple phone lines, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters & reports, and other additional clerical duties as directed by the agency owner or associates.

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Salary Range: $15.00 - $20.00 per hour

Life Insurance

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Supplemental Insurance

Dental Insurance

Mon-Fri Work Schedule

Holidays Off

401K Plan

Team Building Activities

Hands On Training

Office Snacks & Coffee

Family Leave

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.

• 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.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Must be highly self-motivated.
• Professional phone etiquette.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Excellent Spelling and Grammar skills.
• Exceptional Business Writing and Editing Skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Property & Casualty insurance license is required.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• Strong communication and negotiation skills.
• Be equipped with great listening and closing skills.