Customer Service Representative - Insurance Agency

Birmingham, AL 35210

Posted: 09/20/2018 Employment Type: Full Time Temp to Hire Industry: Insurance Job Number: BHM-041 Pay Rate: $10-$13.75 Branch: Irondale, AL Division:

AtWork Personnel is seeking personable and professional Customer Service Representatives for a local Insurance Agency.

 

JOB SUMMARY:

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*

www.atwork.com/irondale

-CREATE LOGIN AND PASSWORD

-SELECT IRONDALE, AL FOR LOCATION

-ATTACH RESUME

 

 

SKILLS AND QUALITIES:

-Communication Skills

-Customer Service Skills

-Computer 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.

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