Central Austin Independent Insurance Agency
Small Business Customer Service Representative
Full Time • Austin - Jollyville Rd
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Employee discounts
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Small Business Customer Service Representative
Are you passionate about providing exceptional service and building strong customer relationships? We’re looking for a dedicated Small Business Customer Service Representative to join our team. In this role, you'll be the go-to person for quoting small business insurance, handling inquiries, and ensuring our clients receive top-notch support with professionalism and efficiency.
Benefits & Perks:
- Competitive Pay
- Professional Development opportunities
- Job Stability in a growing industry
- Career Advancement potential for taking on larger roles and more complex tasks
- Private Office in a professional setting
- Regular Hours: 8 AM to 5 PM, Monday to Friday, with a 1-hour lunch break
- Paid Time Off: Holidays, personal days, vacation, sick days, and PTO
- Comprehensive Benefits: 401(k), 100% paid health insurance
- Work-from-Home Options after completing the initial period
Key Responsibilities:
- Provide outstanding service to existing clients by updating policies, offering quotes, processing payments, answering questions, and handling documentation.
- Manage customer calls and correspondence regarding both new and existing insurance policies, and service all claims.
- Assist new clients or support producers by understanding their needs, gathering data, researching policy options, presenting solutions, finalizing and binding coverage, and negotiating with carriers when needed.
- Schedule appointments or client calls to review existing policies, liability limits, coverage needs, replacement costs, and renewals.
- Offer detailed information about products and services, process renewals or cancellations, take payments, and provide necessary documentation.
- Address product or service issues by identifying concerns, determining solutions, and following up to ensure resolution.
- Verify the accuracy of audits or policies and facilitate corrections between clients and carriers as needed.
- Maintain records of customer interactions and transactions in the agency management system (AMS360).
- Collaborate with team members, mentor staff, provide expertise, and participate in meetings as required.
Qualifications:
- Insurance License: Must hold the required state license and have at least two years of commercial lines insurance account management experience.
- Education: Bachelor’s Degree or comparable work experience.
- Industry Knowledge: Strong understanding of insurance products, rating procedures, underwriting, coverages, and industry operations.
- Customer Focus: Excellent phone manner, written and verbal communication skills, and ability to handle complex customer issues.
- Skills: Attention to detail, organizational skills, multi-tasking, problem-solving, and ability to work independently.
- Time Management: Strong time management and personal accountability.
- Technical Proficiency: Familiarity with agency management systems, rating tools, and carrier websites.
Ready to make a difference and grow with us? Apply today and join our team! 🌟
#JobOpening #CustomerService #Insurance #CareerOpportunity #JoinOurTeam
Compensation: $40,000.00 - $60,000.00 per year
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