Posted 1mo ago

Customer Service Representative

@ Burns Insurance Agency
Marshfield, Wisconsin, United States
OnsiteFull Time
Responsibilities:Process quotations, Maintain files, Take payments
Requirements Summary:Assist clients, process policy changes, answer questions; requires communication skills; insurance license required or can assist.
Technical Tools Mentioned:Agency management software, CRM
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Job Description
Job Overview

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position at Burns Insurance Agency LLC, 500 S Central Ave, Marshfield, WI 54449 (715-387-0002).

Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients as well as new, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry experience preferred

Benefits

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Retirement Plan

Evenings Off

Career Growth Opportunities

Tuition Reimbursement

Requirements
  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Excellent Communication/interpersonal skills.
  • Must have ability to multi-task.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • A Property & Casualty insurance license will be required and with the right candidate, we can assist in obtaining the license.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Responsibilities
  • Process quotations, binders, certificates of insurance, new business, renewals, cancellations, endorsements, and first report of claims as needed.
  • Maintain complete and accurate files and input necessary data on the company's agency management system
  • Take premium payments from customers.
  • Provide exceptional customer service.
  • Provide on-going support to insurance clients as needed.
  • Provide support to our Sales staff in obtaining, maintaining, and expanding business
Remote Type:No
Job Type:Full-Time
Job Category: Insurance Sales
Location:500 S CENTRAL AVE,MARSHFIELD,WI,54449,US

About Us


We are an independent insurance agency that opened in May 2000 in Marshfield, WI