Our office is a local business with 8 team members. We are looking for one more licensed CSR to assist clients with their insurance and financial needs. Requirement for this job is to successfully obtain Ohio Property and Casualty Licenses. Life and Health Licenses are a plus. Once license is obtained, you will be working with current and potential clients to help meet their personal insurance needs, business insurance needs, life and health insurance needs. Building customer relationships, in a professional manner is a necessity. If you are self-driven and have an entrepreneurship attitude, please send us your resume. We look forward to meeting you!
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish client relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage’s, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to personal and professional success each and every day.
As an Team Member, you will have
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
A great team building environment
Customer Service Experience (outside sales or inside sales representative, retail sales associate, or telemarketing Ex.) preferred
Insurance Experience a plus.
Successful track record of meeting customer needs preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people
manage the risks of everyday life, recover from the unexpected, and realize their dreams
Proactive in problem solving
Ability to work in a team environment
Property & Casualty license