Role OverviewJoin our high-performing customer agent team as a Personal Lines Service Consultant, focusing on servicing and retaining an existing book of business, advising clients on coverages, and completing endorsements and cancellations. This role also places a focus on service and sales, generating and selling cross-sell opportunities and analyzing coverage to meet our clients' needs.
What You Will Do
Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service. Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed, generate and sell cross-sell, referral, and up-sell opportunities, and work with customers to provide exceptional service while resolving customer requests/concerns.
Why It Might Be a Fit
We are actively seeking a motivated individual to join our high-performing customer agent team, offering unparalleled opportunities for professional growth. While prior experience in the insurance industry or agency setting is preferred, we are committed to training the right candidate.
Requirements
- High school or equivalent
- 1+ years of customer service experience
- Effective and precise telephone etiquette
- Excellent attention to detail and organizational skills
- Ability to work well independently and on a team
- Precise verbal and written communication skills
- Ability to work in a fast-paced environment
- Ability to deliver a tailored, white-glove experience to all clients
Benefits
- Competitive compensation structure
- Continuous on-going training and mentorship
- Growth-oriented culture with internal promotion opportunities
- Comprehensive Benefits package including medical, dental, vision, and life insurance
- Comprehensive 401K plan with competitive employer match
- Paid time off including holidays, vacation, and personal time
- Annual incentive trip for top performers
- Fitness perks: A corporate discount at 24-Hour Fitness
- Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost
- Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.
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