Job Description

Job Description

Job Description

Benefits:

• Competitive salary
• Opportunity for advancement
• Paid time off
• Profit sharing
• Wellness resources

ROLE DESCRIPTION:
As a Customer Service & Retention Specialist with The Scott Bogue Agencies, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:

• Provide an unparalleled customer support experience via in person, phone, email, and text
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use exemplary communication to efficiently meet the needs & exceed the expectations of our customers
• Process customer service requests quickly and thoroughly
• Treat our customer with the Platinum Rule, Treat others how they want to be treated
• Collaborate with our customers on topics such as, billing, contact information, payment request and policy level adjustments.

QUALIFICATIONS:

• Property & Casualty license required ; will consider candidates whose license is currently on hold or have held an active P & C license in the last 12 months
• Intermediate knowledge with productivity software (MS Outlook, MS Word, MS Teams)
• Experience with Salesforce a plus
• Excellent oral and written communication skills
• Flexible and willing to do what is needed to get great work done
• A natural inclination to work within a culture that is fast-paced and dynamic
• Able to effectively relate to a customer, answer their questions, and anticipate their needs
• Excellent communication skills to assist customers and coordinate with other agency team members
• Proactive in problem-solving
• Must be Bilingual (Spanish)

BENEFITS:

• Hourly pay plus commission/bonus opportunities
• Growth potential/Opportunity for advancement within my office
• Paid time off (vacation and personal/sick days)
• Life Insurance
• Virtual Healthcare Benefits
• Valuable career-building experience
• Profit Sharing

Job Tags

Hourly pay, Work at office, Flexible hours,

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