Position Overview: We are seeking a licensed and experienced Office Representative to join our insurance agency team. In this role, you will be the primary point of contact for our clients, ensuring excellent service and building strong relationships. While your main responsibilities will focus on customer service, there will also be some sales-related duties to support agency growth.
Key Responsibilities:
Provide exceptional customer service by answering questions, processing policy changes, and handling billing inquiries
Assist clients with claims and coverage-related matters
Support new business efforts through cross-selling and upselling when appropriate
Maintain accurate client records and follow up on outstanding issues
Collaborate with team members to ensure a seamless client experience
Requirements:
Active insurance license (Property/Casualty, Life/Health)
Previous experience in an insurance agency or similar customer-facing role
Strong communication and problem-solving skills
Ability to multitask in a fast-paced environment
Detail-oriented and organized
Comfortable with sales conversations and client retention strategies
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