Client Services Representative Part-time 20 hoursweek HomeStreet Insurance Agency Spokane WA

Job Details:

PRIMARY FUNCTIONS:

• Serve and crosssell insurance product to new and existing customers.
• Process quotes renewals endorsements policy changes cancellations and any other miscellaneous information received from clients and carriers.
• Handle incoming customer phone calls faxes and emails and special requests.
• Determine sales strategies and tactics to increase customer base and cross sell additional products.
• Maintain accurate customer records by updating policy information as needed in agency management database.
• Be familiar with online company manuals rating programs and any coverage changes. Adhere to all systems procedures and insurance regulations.
• Use probing questions to determine insurance needs and then sell appropriate products.
• Engage inside the office making servicing and sales telephone calls with current and new customers.
• May discover they occasionally find it necessary to meet customers outside of the office.

QUALIFICATIONS:

• High school diploma or equivalent required. College and/or insurance classes/certification preferred.
• 2 years of minimum personal lines experience at agency or insurance company.
• They must be licensed as well in WA for property and casualty.
• Possess current property and casualty license.
• Familiar with agency markets and preferences for appropriate market selections for accounts.
• Excellent communication skills by phone written and in person contact.
• Possess excellent organization detail orientation and judgment skills. Able to learn quickly be accurate in completing responsibilities with strong attention to detail and documentation.
• Highly professional in all standards skills and manner in dealing with clients insurance agents and others. Pleasant courteous demonstrates strong business etiquette and must dress appropriate for professional office environment.
• Work cooperatively by maintaining positively strong effective communication and working relationships with coworks and manager.
• Accept responsibility for handling confidential information.

Must be able to work as a team player by:

• Willingness to assume additional responsibility/duties and or projects as they arise.
• Able to be accommodating by accepting change be it internally market or regulatory.
• Flexible to an everchanging work and industry environment.
• Dependable and selfstarter who has the ability to work without constant/onhands supervision.
• Understand and adhere to HomeStreet Banks People Plan.
• Regular and punctual attendance is required.

MENTAL AND PHYSICAL CONSIDERATIONS:

• Able to operate a Personal Computer and view information on a monitor.
• Must be able to sit for many hours each day.
• Must be able to communicate via telephone and possess dexterity to include filing documents reaching and bending.
• May be required to stand for extended periods of time.
• Ability to lift or carry up to 10 pounds.
• Ability to speak and understand English and express ideas and have difficult conversations in person and over the telephone.
• Ability to listen and comprehend speech.
• Ability to problem solve make decisions interpret data and information read write and organize information in an orderly manner.
• Willing and able to travel occasionally as needed.

WORK ENVIRONMENT:

• Normal business office environment.
• Ability to work in artificial light for extended periods of time.

This Position Description may not be limited to the Functions and Requirements as outlined now or in the future. For example changes in corporate needs position demands or individual performance may result in changes to the Functions or Requirements of this position.

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