POSITION
Customer Service and Marketing Representative
JOB DESCRIPTION
The Service Agency, an insurance company located in downtown Ellsworth, Wisconsin, is growing and we are looking to add a full-time Customer Service and Marketing Representative. This position will help our busy independent agency with insurance sales support, ongoing marketing projects, inside sales, and a high level of service with our business and personal accounts. Established in 1915, we are a family-owned business conducting insurance consulting services in multiple states.
This is not a routine customer service position, but a career opportunity. You will often be the first point of contact for our clients when they need service on their policy or need help navigating through their coverage, so we need someone who can bring positive energy and a smile to work every day.
You will assist with inside sales, including upselling to current clients and reaching out to prospects interested in insurance coverage.
You will also help with a range of marketing tactics, including advertising, social media, email campaigns, newsletters, website updates, outbound calling programs, public relations and community interaction.
If you are detail oriented, able to juggle multiple tasks simultaneously, can manage projects with ease, are comfortable with inside sales, and thrive in a family-centered team environment with a positive personality, you might be perfect for the job. Especially if you want to have a rewarding career for years at the Service Agency.
GENERAL REQUIREMENTS
· High degree of professionalism;
· Customer service experience;
· Strong people skills;
· Resourceful;
· Knowledge of marketing tactics and experience in applying them to business goals;
· Self-motivated;
· Quick learner;
· Thrives in fast-paced environment;
· Detail oriented;
· Able to multi-task without impacting work quality;
· Outstanding written and verbal communication skills;
· Ability to work on a deadline;
· Excellent follow through;
· Experience in marketing
· Keen organizational skills;
· Proficient in Microsoft Office Suite; and
· A positive, friendly, respectful attitude is a must.
JOB RESPONSIBILITIES
· Maintain and build customer relationships;
· Service assigned book of business;
· Customize insurance plans suitable for our clients;
· Focus on assisting team with increasing/retaining business for agency;
· Work with clients to deliver risk management strategies and promote safety awareness;
· Process new and renewal applications;
· Handle policy changes, issues and review client’s renewals, offering recommendations to clients based on needs and exposures;
· Work with underwriting to quote, underwrite and process applications;
· Work with agency management system to maintain detailed records, communications and processing of claims, applications, audits, binders, endorsements or other insurance information;
· Manage incoming payments, issue agency billing notices, work with our billing system to manage client and associate invoices; prepare accounting reports;
· Assist with inside sales, including up-selling to current clients and reaching out to prospects interested in insurance coverage; and
· Assist with a range of marketing tactics, including advertising, social media, email campaigns, newsletters, website updates, outbound calling programs, public relations and community interaction.
EDUCATION & CERTIFICATIONS
· Two years of relevant experience required;
· Two-year associate degree in business, communications or marketing recommended;
· Knowledge of insurance industry a plus; and
· Property and casualty insurance license recommended but not required.
Salary :
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