Customer Service Representative - Leavitt Group Enterprises : Job Details

As a Customer Services Representative with Stephens & Hobdy Insurance, your duties are key to our agency's success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, processing policy chances, etc.) and supporting sales agents. A previous background in Property & Casualty insurance is preferred but not required. We will train candidates new to the industry and support them in earning their P&C license.

As a Customer Service Representative, you will provide client support by interacting directly with the client and by supporting our senior customer service and sales agents. Your role includes*:

* Supporting agents by processing policy changes, updating policies on an agent's behalf, attaching documentation, running reports, and entering data

* Engaging with clients via phone, email, text and in the office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)

* Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client's needs

* Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct

* Supporting Agency leadership with special projects, client development and auditing policy information

* Participating in agency-sponsored community events and service projects

* Note that some tasks require a P&C license and will be added once you have acquired your license

Requirements:

* 2+ years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service

* You will be required to obtain a P&C Insurance License within 90-180 days of employment. Training and testing is paid for by our agency.

Our ideal applicant is:

* Tech-savy: Comfortable working with multiple software programs and communicating with clients via text, email and phone

* An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use

* Trustworthy, ethical, and discreet: We are privileged to be a part of our clients' lives and we take that responsibility seriously.

* Detail oriented: Insurance contracts are complex and require careful interpretation

* Comfortable working within a team environment: Our agency is unique. Each team member is expected to answer questions and provide services for all clients.

* Eager to grow and learn: We offer continuing education options and consistently introduce training opportunities for our team.

* Able to thrive in a fast-paced, constantly changing environment: This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs.

* Motivated to contribute: Our agency is on a trajectory to continue growth. We're looking for someone who is eager to be a part of that future.

About Us

Compensation Package

Our generous compensation package includes:

* A professional salary commensurate with experience

* Total average first-year earnings range from $26,000 to $31,000, including salary and bonus.

* Health, dental, vision, life insurance and long-term and short-term disability are available

* Retirement plan with employer match

* Paid vacation and sick leave that begins accruing immediately

* Access to an employee assistance plan and flexible spending account (FSA)

To learn more about daily happenings in our office, visit our Facebook page.

Hours:

Our office hours are Monday through Thursday, 8:00 a.m. to 5:00 p.m. and Friday, 7:30 a.m. to 3:30 p.m.

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