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Insurance Customer Service Representative Trainee Charlotte - 129442

Insurance Customer Service Representative Trainee

Full Time • Charlotte - 129442
Responsive recruiter
Benefits:
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance
  • 401(k) matching
 Personal Lines Insurance Customer Service Representative Trainee with excellent customer service, organization, communication skills. Relationship builders who enjoy selling, handling customer inquiries and concerns with speed, professionalism, and strong attention to detail, enjoy interacting daily with customers, carriers, and coworkers while servicing and marketing products. The Customer Service Representative Trainee is training ground to learn the insurance business and advance to higher levels of income and responsibility.  The company will pay for NC P&C license, provide invaluable on the job training to grow with us.
 
Personal Lines 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
  • Competitive pay and full health benefits and retirement savings
The Personal Lines Insurance Customer Service Representative Trainee's role is to maintain and maxim profitable relationships with personal lines clients and for growing the book of business through new client sales, meeting and exceeding Agency sales goals, service, and quality standards.

Personal Lines Insurance Customer Service Representative Trainee Requirements:
  • Bachelor’s Degree or comparable work experience.
  • Goal orientated relationship builder who enjoys selling great products to protect clients and their assets
  • Service minded sales professional who enjoys meeting clients need and ensure coverages are set up correctly and expectations are exceeded
  • Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • Demonstrate strong customer focus and an excellent phone manner
  • Strong written and verbal communication skills
  • Excellent math and reading skills to accurately perform simple calculations.
  • Skilled in handling difficult customer phone calls and solve complex problems without direct supervision.
  • Strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
  • Technology and Computer proficiency including agency management systems, our office is highly automated.
  • Enjoys continuous learning and has ability to obtain NC Property and Liability Insurance licenses.
Personal Lines Insurance Customer Service Representative Trainee Responsibilities 
  • Provide service to existing clients: updating policies, quoting, taking payments, answering questions, providing documentation, answering phones, greeting visitors and assisting with mail.
  • Respond to incoming inquiries (phone, online, walk-in) and gather all necessary information on quote sheet.
  • Identify, qualify, and develop new client insurance opportunities in person, online, by phone, and written.
  • Actively solicit increases in coverage or rounding out accounts at every service contact.
  • Resolve issues by clarifying the customer's concern, determining the cause, selecting and explaining the best solution to resolve, expediting correction or adjustment, following up to resolution.
  • Network and prospect for new clients, including win backs.
  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage
  • Present policies to insured and educate them on coverages and rates.
  • Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Maintain customer records: recording details of inquiries, comments, and actions taken in the agency management system.
About The Agency
O’Connor Insurance Associates is  a family owned independent insurance agency that has been in business for over 26 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 them 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: $45,000.00 - $55,000.00 per year




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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Benefits of working at O'Connor Insurance Associates

Competitive Pay
Medical Insurance
Company matched SIMPLE retirement plan (up to 3%)
Generous time off program including accrued PTO and paid holidays
Casual professional dress every day
Team focused- friendly, upbeat, and positive team members