Agent Customer Care Specialist

Harmon Insurance
Broken Arrow, OK, US
Full-time

Job Description

Job Description

Benefits :

  • 401(k) matching
  • Bonus based on performance
  • Flexible schedule
  • 401(k)
  • Company parties
  • Opportunity for advancement

Join a great team and enjoy an uplifting environment in our local independent insurance office.

Responsibilities :

  • Sales, market appropriate products and services to service customer needs
  • Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper.
  • Supporting teammates with follow up for clients and prospects.
  • Promptly respond to client needs either on the phone or electronically.
  • Maintain client files and process routine correspondence between our agency and the client or company both paper records and on our many different software programs.
  • Assist with other office duties as they arise and are needed.
  • Once a product is sold, you will need to fill out appropriate forms and input into the software system.
  • Cultivate relationships and cross sell additional lines of insurance.

Requirements :

  • Excellent communication skills both verbal and written.
  • Positive Professional image in person and on phone.
  • Must have at least 2 years experience and be licenced
  • Self-starter, driven, can manage rejection well.
  • Confident, energetic, enthusiastic with a sense of humor.
  • Proficient with Microsoft Word and Outlook.
  • Familiar with rating software.
  • Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest.

Perks / Benefits :

PT , Flexible Hours Available. Pay based on Experience, Hourly + Monthly Performance Bonus, Paid Vacation, Paid Holidays, Medical, Profit Sharing with Company Match.

About Us :

We are a team of people helping other people. Our Independent Insurance business is based on the relationship's we build within our team, and our clients, within our community and the companies we partner with to find the right products to suit our customers needs.

25 days ago
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