Personal Lines Customer Service Representative Trainee
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Job Location:
Charlotte, VT - USA
Yearly Salary:
$ 45000 - 55000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
- Being a part of small upbeat close knit team
- Thrive in an environment focused on customer service excellence and being that trusted advisor
- Grow with an experienced team that has great reputation in the marketplace
- Competitive pay and benefits
Personal Lines Customer Service Representative Trainee Requirements:
- Bachelors Degree or comparable work experience.
- Goal orientated relationship builder who enjoys selling great products to protect clients and their assets
- Service minded sales professional who enjoys meeting clients need and ensure coverages are set up correctly and expectations are exceeded
- Possess strong presentation persuasion and negotiation skills with the ability to close sales.
- Demonstrate strong customer focus and an excellent phone manner
- Strong written and verbal communication skills
- Excellent math and reading skills to accurately perform simple calculations.
- Skilled in handling difficult customer phone calls and solve complex problems without direct supervision.
- Strong sense of urgency attention to detail organization multi-tasking and time management skills.
- Technology and Computer proficiency including agency management systems our office is highly automated.
- Ability to obtain North Carolina Property and Liability Insurance licenses.
- Provide service to existing clients: updating policies quoting taking payments answering questions providing documentation answering phones greeting visitors and assisting with mail.
- Respond to incoming inquiries (phone online walk-in) and gather all necessary information on quote sheet.
- Identify qualify and develop personal insurance opportunities with new clients in person online by phone and through written communication.
- Actively solicit increases in coverage or rounding out accounts at every service contact.
- Resolve issues by clarifying the customers concern determining the cause of the issue selecting and explaining the best solution to solve the issue expediting correction or adjustment following up to ensure resolution.
- Network and prospect for new clients including win backs.
- Obtain best coverage/rate for insured process quotes and bind insurance coverage
- Present policies to insured and educate them on coverages and rates.
- Set appointments and/or client calls to review existing policies revise liability limits explore other coverage needs evaluate replacement costs round out accounts and bind renewals.
- Maintain records of customer interactions and transactions recording details of inquiries comments and actions taken in the agency management system.
- Follow Agency processes and procedures in the day-to-day operations of the agency
- Competitive pay
- Medical insurance
- Company matched SIMPLE retirement plan (up to 3%)
- Generous time off program including accrued PTO and paid holidays
- Team focused friendly upbeat and positive team members
OConnor Insurance Associates is growing and we have an exciting opportunity for you to impact the growth of our personal lines department. Our family owned independent insurance agency has been in business for over 26 years. Our organization is fast paced technology savvy and very customer centric. We are boutique like in seeking clients who value a working relationship with insurance professionals. Educating our clients to enable him/her to make the right insurance decisions is part of our core every interaction with clients we seek to treat that client like a family member.
YOUR FUTUREas an Independent Insurance Agent Starts Here
If youre looking for a career that offers flexibility job stability strong compensation and more then youve come to the right place! Working with OConnor Insurance Associates is a great career choice!
OConnor Insurance is not your typical mom & pop insurance agency. Our professional boutique like insurance agency is built with passionate people who strive for excellence while demonstrating leadership in everything we do. We work hard we have fun and we make a difference in the lives of our clients every day.
OConnor Insurance Associates is growing and we have exciting opportunities for you to impact the growth of our agency. Our organization is fast paced technology savvy and very customer centric.
This agency is independently owned and operated. Your application will go directly to the agency and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Required Experience:
Intern
Key Skills
- Typing
- Data Entry
- Customer Service
- Basic Math
- Computer Skills
- Windows
- Banking
- Upselling
- Pricing
- Sanitation
- Cash Handling
- Stocking
About Company
Correll Insurance Group offers personal and business insurance solutions throughout the Carolinas and Tennessee. Get car insurance, homeowners insurance, business insurance, liability insurance, and more.
