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Do you love helping people, providing excellent customer service in a busy continuous learning environment? Boutique independent insurance agency is looking for Insurance Customer Service Representative Trainee to learn insurance industry and grow with them. Candidates must have superior customer service, organization, communication skills and enjoy using tech systems to full efficiency. Relationship builders who enjoy handling customer inquiries and concerns with speed, professionalism, and strong attention to detail and interacting with clients regularly.

Insurance Customer Service Representative Trainee Candidates will benefit from:

Being a part of small, upbeat, close-knit team
Thrive in an environment focused on customer service excellence and being that trusted advisor
Grow with an experienced team that has great reputation in the marketplace.
Growing in an industry that has weathered turbulent times
Paid insurance training to set your career up for success

The Insurance Customer Service Representative Trainee is responsible for taking customer calls, executing personal lines client changes and answering questions, updating notes in agency system, delegating more complicated insurance questions to account managers.

Insurance Customer Service Representative Trainee Requirements:

3 years customer service, administrative or sales support experience
Continuous learning mindset, studious with aptitude for learning and taking tests
Must enjoy being on the phone majority of the day
Strong written and verbal communication skills
Excellent math and reading skills to accurately perform simple calculations.
Relationship builder who enjoys selling as way to help others
Service minded sales professional who enjoys meeting clients need and ensure coverages are set up correctly and expectations are exceeded
Demonstrate strong customer focus and an excellent phone manner
Skilled in handling difficult customer phone calls and problem solving without direct supervision.
Strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
Technology proficiency in customer relationship management systems and enjoys technology driven environments
Property & Casualty license, a plus – will need to take insurance classes and obtain a license by year end

Insurance Customer Service Representative Trainee Responsibilities

Being the first line of contact for personal lines clients calls
Service existing clients: updating policies, assisting clients with claims, answering questions, providing documentation.
Respond to incoming inquiries and gather all necessary information.
Review coverage while servicing clients and offer appropriate coverage to meet their needs
Resolve issues by clarifying the customer's concern, determining the cause, selecting and explaining the best solution, expediting correction, following to resolution.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

About The Agency
O’Connor Insurance Associates is growing and we have an exciting opportunity for you to impact the growth of our personal lines department. Our family-owned independent insurance agency has been in business for over 20 years. Our organization is fast paced, technology savvy, and very customer centric. We are boutique like in seeking clients who value a working relationship with insurance professionals. Educating our clients to enable him/her to make the right insurance decisions is part of our core mission. In every interaction with clients, we seek to treat that client like a family member.

Compensation: $40,000.00 per year

YOUR FUTURE as an Independent Insurance Agent Starts Here

If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with O'Connor Insurance Associates is a great career choice!

O’Connor Insurance is not your typical “mom & pop” insurance agency. Our professional boutique like insurance agency is built with passionate people who strive for excellence while demonstrating leadership in everything we do. We work hard, we have fun, and we make a difference in the lives of our clients every day.

O’Connor Insurance Associates is growing and we have exciting opportunities for you to impact the growth of our agency. Our organization is fast paced, technology savvy, and very customer centric.

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

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