Job Description
Job Description
Customer Service and Sales Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services.
They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts.
Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy / account - related questions.
We are looking for an individual who values a fun and professional work environment, and can deliver the unmatched level of customer service that we promise our clients.
No matter the circumstance, our clients should know and feel that we have a culture of caring, and will always do our best to serve them.
Benefits
Annual Base Salary Based on Experience
Job benefits are determined on an individual basis, but typically include;
Base Salary + Opportunity For Commissions and Bonuses
PTO and Sick Pay
Work Sponsored Retirement Options
Group Health Benefits
Various Other Incentives / Benefits
Responsibilities
- Determine customer requirements and expectations in order to help the customer identify specific products and solutions
- Solicit, sell, and negotiate new business policies
- Review renewal business and identify appropriate follow-up action based on degree of change
- Cross-sell / up-sell products to existing customers
- Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
- Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers needs
- Perform risk analysis and field underwriting
- Client / Claims liaison
- Refer unresolved customer grievances or complex customer interactions to senior team member Implement / adhere to company and Agency guidelines
- General customer service duties as presented
- Performs other duties as assigned
Requirements
- Must obtain Colorado Property & Casualty and Life & Health Insurance Producer licenses by the date of your 90-day performance evaluation.
- Excellent phone etiquette, verbal, written, and interpersonal skills
- Ability to multi-task, organize, and prioritize work
- Attention to detail - Maintain accurate and descriptive accounts of all customer interactions
- Ability to meet deadlines- Having the initiative to get done the things that need to get done before they are due
- Problem solving -Able to research and identify timely solutions to customer related problems
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