Customer Service Representative

Join our team!

As the Rambach Insurance Agency continues to grow, we are seeking a qualified individual to fulfill the role of Customer Service Representative. This position offers an extremely competitive starting salary and full range benefit package.

If you or someone you know would like to be a part of this fun and fast-paced environment, please apply and/or help spread the word by sharing this job listing.

PRIMARY RESPONSIBILITIES AND DUTIES

Knowledge, Skill, Abilities

-Ability to work independently with limited supervision, while maintaining positive staff relationships within a team work environment.

-Must possess excellent verbal and written communication skills, and enjoy working with people in a high volume customer service environment.

-Must be able to secure and maintain insurance licensure, at company expense.

-2 years prior work experience in the insurance industry or a related field.

-Ability to utilize computer programs and understand functionality.

-Ability to process written and other materials visually.

New Business

-Pre-qualifies and analyzes prospects’ coverage needs. Recommends and educates clients with proper coverages.

-Provides guidance, assistance, and follow-up in all aspects of customer service requests .

-Completes applications for insurance and appropriate signatures which will include follows up to ensure timely receipt of policies or quotations.

-Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect data base and system.

-Actively seek referrals and discuss available products

Retention

-Review current client coverages and recommends changes as needed to ensure high quality coverage. Processes renewals and remarkets, as needed.

-Assisting clients with making coverage changes and completes all service requests for clients.

-Handles direct-billed "walk-in" payments. Verifies coverage status processes, as appropriate. Provides receipt.

-Prepares summaries of insurance, schedules, and proposals.

-Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows up.

-Processes incoming email and mail requests and responds promptly and appropriately.

-Verifies accuracy of all direct bill cancellation notices, and take appropriate action.

Personal and Organizational Development

-Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

-Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current.

-Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.

-Perform other miscellaneous duties as assigned by agency management.

Rambach Insurance Agency is an Equal Opportunity Employer and offers a competitive starting salary with a comprehensive benefit package.

Work Remotely

• No

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Phone: 2 years (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person