Now Hiring - Insurance Licensed Customer Service Representative in Jacksonville, FL

Job Description

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.

Salary Range: $30000.00 - $55000.00 per year

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Work Schedule

Hands On Training

Paid Holidays

Base Salary with Commissions

Bonus Opportunities

Paid Time Off (PTO)

• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Document each customer contact in eAgent.
• 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.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Generating insurance quotes.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone
• Educate clients on the insurance policies that best suit their needs

• 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.
• Must be awesome at opening doors and getting appointments from a cold start.
• 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.
• 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.
• Display leadership competencies, including ability to delegate, engage, and inspire others.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Be capable of handling customer rejection.