Now Hiring - Patriot Insurance Agency, LLC - Account Manager/CSR in Juno Beach, FL

Full description of the position

Well-established Independent Property& Casualty Insurance Agency is adding a personal lines 2-20 or 4-40 licensed CSR to the team. Agency uses AMS management system and latest paperless and digital technologies. Multiple top-tier markets for writing all lines of business. Extremely high retention rate for book of business featuring loyal, pleasant clientele.

The Customer Service Representative/CSR, will quote bind and issue insurance policies in concert with client expressed needs. CSR will provide product and services information and provide problem-solving solutions with accuracy and efficiency. Ideal candidates will be genuinely excited to help customers. They will be patient, empathetic, and passionately communicative. Our agency goals are to provide excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. The pay rate is commensurate with experience and we are willing to train. No cold-calling or quotas are required. Only conscientious, courteous and professional client service and warm opportunities for cross-selling and service. The agency has highest industry retention rates and a wonderful client base. Apply today!

Responsibilities

• Identify and assess customers’ needs to achieve satisfaction

• Quote and bind insurance policies in multiple personal lines
• Build sustainable relationships and trust with customer accounts through open and interactive communication
• Provide accurate, valid and complete information by using the right methods/tools
• Meet personal/customer service team sales targets and call handling quotas
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Take the extra mile to engage customers

Skills

• Proven customer support experience or experience as a client service representative
• Strong phone and communication skills and active listening
• Familiarity with agency management systems and practices
• Customer orientation and ability to adapt/respond to different types of characters
• Excellent communication and presentation skills
• Ability to multi-task, prioritize, and manage time effectively
• High school degree

License

• 2-20 or 4-40

Compensation

• Top of market and commensurate with licensing and experience

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

License/Certification:

• 2-20 or 4-40 (Required)

Work Location: One location