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Customer Service Representative
2 months ago
At Anna Raeli Insurance Agency, we pride ourselves on providing exceptional service to our clients. Our team is dedicated to helping individuals and families protect their assets and preserve their wealth.
Job SummaryWe are seeking a highly motivated and organized individual to join our team as an Office Representative. This is a part-time and full-time opportunity to work in a fast-paced insurance office environment.
Responsibilities- Client Support: Assist clients by applying changes, cancellations, and updates to their insurance contracts, ensuring their needs are met effectively and advising them on insurance options.
- Relationship Building: Establish and maintain strong relationships with clients, following up as needed to ensure their satisfaction and retention.
- Insurance Education: Use a customer-focused, needs-based review process to educate clients about insurance options and provide personalized recommendations.
- Professionalism: Demonstrate exceptional professionalism and attention to detail in all interactions.
- Communication Skills: Possess strong verbal and written communication skills, with the ability to effectively communicate with clients and management.
- Organizational Skills: Be highly organized and able to prioritize tasks efficiently in a fast-paced environment.
- Teamwork: Demonstrate a strong commitment to teamwork and collaboration, with the ability to work effectively with colleagues and management.
- Education: High school diploma required.
- Experience: 2 years of experience in an office setting, with a strong background in customer service and operations.
- Skills: Proficiency in computer software and communication technology, with a strong understanding of financial documents and insurance concepts.
- Competitive Salary: A competitive salary and bonus structure.
- Health Benefits: Comprehensive health benefits for full-time employees.
- Team Environment: A dynamic and supportive team environment with opportunities for growth and development.
