Licensed Insurance Customer Service Representative - Tatum Insurance

** Candidate must have an active Arizona Property and Casualty License and 2 Years of Insurance experience to be considered**

Welcome to Tatum Insurance, where excellence meets opportunity. With a decade of industry experience, we take pride in our commitment to providing exceptional service and fostering a family-like atmosphere. As an integral part of our community, we're dedicated to making a positive impact both professionally and personally.

Join our team as a Licensed Insurance Customer Service Representative at Tatum Insurance. This role offers the flexibility of a work-from-home opportunity while providing the support and camaraderie of a collaborative team environment. As a key player in our agency, you'll have the chance to prioritize client needs, enhance your skills, and contribute to our ongoing success.

At Tatum Insurance, we offer more than just a jobwe offer a supportive and rewarding career opportunity. With weekly Friday meetings and monthly training sessions, we're dedicated to helping our team members succeed and grow. If you're looking for a fun, light-hearted company that prioritizes both professional development and personal well-being, then we invite you to join our team. Apply now and take the first step towards becoming part of our success story!

Salary Range: $40000.00 - $60000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Bonus Opportunities

Work from Home Flexible

Paid Time Off (PTO)

Work-Life Balance

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

Career Growth Opportunities

Professional Development

Advancement Opportunities

Mentorship

Continuing Education Opportunities

Ongoing Training Seminars

Hands on Training

Professional Work Environment

Team Building Activities

Employee Discounts

Equipment Provided

Office Snacks and Coffee

Paid Sick Leave

Responsibilities

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
• Issue Insurance Documentation (COI, ID cards, etc.)
• Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.

• An active Arizona Property and Casualty License is required.
• Must have 2+ years in the insurance industry.
• Showcases advanced technical and cognitive capabilities to ensure precision and accuracy in tasks.
• Assess and prioritize tasks based on urgency and importance, ensuring that critical client needs are addressed promptly and efficiently.
• Candidate must have basic computer software knowledge. This includes being proficient in Microsoft Office Suite. Specifically Microsoft Excel.
• Ambitious self-starter who can work in a collaborative environment.
• Set ambitious sales and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients.
• Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.