Customer Service Representative - Insurance Agency
Birmingham, AL 35210
AtWork Personnel is seeking personable and professional Customer Service Representatives for a local Insurance Agency.
Support sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth. This includes new business, cross-sell opportunities, customer service retention, and profit goals.
JOB TASKS AND RESPONSIBILITIES REGULARLY PERFORMED:
-Cross-sells all products at every opportunity through pivoting.
-Aids in preparing annual review appointments for the account executives in his/her specialist field.
-Continually follow-up on X dates and set new prospect appointments.
-Utilize the eCMS system on a continual basis to update policy and database information.
-Coordinates thank you/welcome letters for new households on a continual basis.
-Reviews cancellation and renewal lists on a weekly basis to ensure high level of retention and profitability. Makes calls and sends letters when appropriate on cancellations and renewal changes.
-Sets up and maintains files on all new business accounts for their specialist field.
-Always ask for referrals and thank customers for their business.
-Share responsibilities of answering the phone.
-Manage dashboard activities such as my alerts, marketing postcards/letters, and ACAR telephone follow-up.
-Distribute to new prospects an Area of Concern worksheet prior to meeting with the agent.
*PLEASE CLICK THE LINK BELOW TO COMPLETE APPLICATION*
-CREATE LOGIN AND PASSWORD
-SELECT IRONDALE, AL FOR LOCATION
SKILLS AND QUALITIES:
-Customer Service Skills
SPECIAL TRAINING OR LICENSES:
-P & C Insurance License - Preferred
(45 days will be giving to obtain License)
Position starts at $10 an hour, and then moves to $13.75 once hired on permanent.