Position Summary

Essential Functions and Responsibilities:

• Provide information and quotes to prospective customers on products and services
• Maintain all policy renewals
• Identify and evaluate customers’ needs
• Provide information and solicit sales on agency’s products and services
• Build sustainable relationships and trust with customers
• Provide accurate, valid, and complete information by using the right methods and tools
• Analyze and manage customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Keep records of customer interactions, process customer accounts, and file documents
• Follow communication procedures, guidelines, and policies
• Manage large amounts of incoming calls
• Send newsletters, mails, and other forms of correspondences to customers

Required Skills and Competencies:

• Customer service
• Ability to multi-task, prioritize, and manage time effectively
• Excellent communication
• Strong active listening skills
• Problem-solving
• Basic computer and typing skills
• Must obtain P&C insurance license as required pursuant to an offer of employment within 60 days

Behavioral Proficiencies

• Commitment to the agency's culture and core values;

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