Licensed Insurance Customer Service Representative
Job Description
Job Description
Established in 1944, GB&A Insurance is a 3rd generation, family-owned brokerage that takes pride in its close-knit team .
With a remarkable retention ratemost of our brokers have been with us for over 20 yearswe prioritize a dynamic office culture where brokers are seen as trusted advisors, not just salespersons.
Our team values work-life balance and strong collaboration, fostering a relaxed environment.
As a Licensed Insurance Customer Service Representative with GB&A Insurance, you'll become an integral part of our dynamic team, focusing on the professionalism and joy that comes with the personal lines insurance industry .
Your role will center around engaging with clients, comprehending their unique personal lines insurance requirements, and delivering personalized solutions.
What Our Employees Love :
Office Dynamic : Experience a vibrant and dynamic workplace that encourages creativity, collaboration, and a sense of community.
Relaxed Environment : Enjoy a laid-back atmosphere that promotes productivity and well-being.
4-Day Work Week : Benefit from a schedule that allows for a healthy work-life balance, demonstrating our commitment to our team's overall satisfaction.
At GB&A Insurance , we offer more than just a job; we provide a supportive environment where your expertise is valued, and your growth is a shared goal.
If you're passionate about the insurance industry, seek work-life balance, and want to contribute to our expanding portfolio , apply today for the position of Licensed Insurance Customer Service Representative .
Join us as we continue to redefine success in the insurance world. Your journey begins here.
Benefits
Annual Base Salary + Bonus Opportunities
Base Salary Plus Commission
Bonus Opportunities
Paid Time Off (PTO)
Work-Life Balance
Evenings Off
Weekends Off
Health Insurance
Dental Insurance
Life Insurance
Disability Insurance
Hands on Training
Career Growth Opportunities
Holidays Off
401k Plan
Professional Development
Mentorship
Continuing Education Opportunities
Ongoing Training Seminars
Performance Bonuses
Professional Work Environment
Retirement Benefits
Equipment Provided
Office Snacks and Coffee
Paid Sick Leave
Family Leave
4 Day Work Week
Responsibilities
- Build and maintain strong relationships with clients to create a loyal customer base.
- Actively listen to the clients objections and concerns. Address the client's concerns carefully, clearly, and professionally.
Develop quotes for those clients.
- Advise clients on suitable insurance policies depending on their needs and objectives. Close sales effectively.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
- Analyze policy renewals in accordance with client information, individual needs, and prevailing market conditions.
Requirements
- A Property and Casualty License OR 3+ years of experience in Property & Casualty insurance is Required.
- Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
- Candidate must have basic computer software knowledge . This includes being proficient in Microsoft Office Suite. Agency Management System (AMS) is a BONUS.
- Act as a dedicated team player , fostering collaboration and supporting colleagues in delivering excellent service to clients with strong typing skills.
- Communicate effectively through written and verbal means , both with clients and team members over the phone, in writing, and in the office, to provide clear, concise, and informative responses.
- Accurately input and maintain client information , policy details, and other relevant data into our databases and management systems.
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