Insurance Service Representative

Position Overview : A successful Insurance Company is seeking a qualified professional to join their winning team for the role of Insurance Service Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter with strong interpersonal skills and can work well in a fast-paced environment, this is your opportunity for a rewarding career with growth potential.

Responsibilities :

• Answering phone calls, scheduling appointments, identifying customer needs, and marketing other appropriate products and services to our customers
• Provide prompt, accurate, and friendly customer service, including but not limited to: responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
• Responsible for ordering supplies, keeping minutes of weekly meetings, checking incoming and outgoing mail
• Work with the agent’s computer system to update information in the customer database used by the agent
• Completing changes with a high degree of accuracy
• Responsible for daily bank reconciliation and deposits
• Contact prospects and current policyholders for sales appointments
• Occasionally quote and sell property and casualty insurance
• Meet customer service goals and assist with marketing goals as directed by the agent
• Complete and close bank deposits and other administrative tasks outlined in the Daily Checklist
• Perform other related duties as assigned by the agent
• The role may require Team Members to participate in the local community and networking events

Skills & Requirements :

• Must hold a Property & Casualty license (OTL license)
• Excellent interpersonal and communication skills - written, verbal, and listening
• Evaluating alternative sources of action and their likely outcomes and selecting the best alternative
• Ability to pay close attention to detail and accuracy
• Ability to create and maintain business relationships with prospects and policyholders. Proven track record of being punctual, trustworthy, dependable, and always acting ethically
• Ability to organize and act on several activities concurrently
• Ability to multi-task and work well under pressure
• Knowledge of computer systems/software required, including Microsoft Office experience, an asset
• Car with a valid G License

Compensation/Benefits :

• Annual bonus
• Commission
• Competitive, flexible health/dental benefits plan
• Paid vacation in the first year
• Base Salary 45K-50K