CSR - Heffner Insurance Agency Inc

Join a team that cares about our customers and you! Heffner Insurance Agency Inc in Boise, Idaho, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.

Salary Range: $40000.00 - $60000.00 per year

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Develop new Financial Services opportunities.

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Create relationships from a cold start.

Be a fantastic presenter.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Confident, self-starter who works well independently.

Must have ability to multi-task.

Must be highly self-motivated.

Professional phone etiquette.

Career minded vision.

Follow through and exceed current and prospective client expectations.

Excellent Spelling and Grammar skills.

Exceptional Business Writing and Editing Skills.

Great Customer Service Skills.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.