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Personal Insurance Customer Service Representative

Company: Jobot
Location: Plano
Posted on: March 16, 2023

Job Description:

Join a growing firm that specializes in various types of Insurance and Risk looking for its next Customer Service Representative!

This Jobot Job is hosted by: Nick Hamilton
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $35,000 - $55,000 per year

A bit about us:

We specialize in trade credit and accounts receivable insurance nationwide as well as car and home insurance in Plano, Texas. We are a risk and insurance services firm, providing services to businesses large and small. We ensure that our clients receive the attention they need to address their risk exposures. We have created specific client and risk practices that concentrates on providing specific solutions and services to solve an organizations exposures. Job responsibilities include:

  • Develop and maintain relationships with clients to ensure that all service needs are met.
  • Manages, organizes, and conducts client meetings when necessary.
  • Identifies and follows-up on cross-selling opportunities when appropriate.
  • Prepare all transactions for assigned accounts, i.e., applications, invoices, forms.
  • Prepare policy quotes based on client's needs, rates, and coverages.
  • Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
  • Maintain the accuracy of data in the agency management system.
  • Other responsibilities as assigned by Manager.
  • Responsible for overall retention of accounts in assigned book of business.
  • Pick up inbound calls.
  • Fill out fact finder sheet.
  • Schedule meetings for management team. Why join us?
    • Incredible work-life balance.
    • Entrepreneurial, flexible work environment.
    • Competitive compensation and benefits package.
    • 401(k), Medical, Dental, etc. Job Details
      • Experience with Excel and Word.
      • Willing to get P&C Producer license.
      • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
      • Bachelor's preferred.
      • Ability to work a full-time work schedule at office facilities.

        Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, Plano , Personal Insurance Customer Service Representative, Other , Plano, Texas

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