Customer Service Executive - Insurance Professional - Oakmonte Insurance

The Customer Service position will involve answering phone calls, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters & reports, and other additional clerical duties as directed by the agency owner or associates.

Salary Range: $30000.00 per year

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Evenings Off

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.

• Possess an upbeat, positive and enthusiastic attitude.
• Excellent Communication/interpersonal skills.
• Must be highly self-motivated.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Excellent Spelling and Grammar skills.