Legacy Financial Group, LLC
Insurance Office Customer Service
Full Time • El Paso
Job Description
Our Office Customer Service position at Twin City Insurance Agency, is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow team members while conducting specific service and marketing activities.
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all refer all claims to the appropriate department.
- Work with new clients in El Paso, TX and the surrounding area and support each other in our office team in an effort to understand customer needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Support other team members and staff to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
- Hold the Property and Casualty insurance license required by the State of Texas or be willing to obtain license and have a minimum of one year experience in customer service, an insurance related position, or comparable work experience.
- Have a reliable vehicle and Auto Insurance that will provide the ability to commute to our El Paso, TX office location.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Benefits/Perks
- Competitive Pay
- Flexible Schedule
- Professional Development
- Opportunity for Advancement
- Job Stability in a growing industry
- Bonus Pay
- Paid Holidays
- Paid time off
Compensation: $43,680.00 - $65,520.00 per year
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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