Level 2 preferred/ Level 1 will also be considered
The Customer Service Representative 3 supports Interior Saving’s vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance solutions to meet their needs.
Maintains personal lines business, pro-actively sells and services personal and Autoplan products. • Responsible to process client renewals, handles potential problem renewals, solicits, maintains and follows up on expiring client policies for cross-selling and account development purposes, and informs clients of upgrades on products and services. • May process Motor Vehicle transactions, including but not limited to, renewals of drivers licenses, applications for drivers licenses, and collection of fines. • Proactively manage client relationships; pursue internal opportunities, referrals, and external business growth opportunities. • Foster business development through service excellence and product knowledge. • Actively solicits referrals to commercial lines representatives, wealth management specialists and credit union sales staff; cross sells all agency and credit union products to insurance clients. Referrals of more complex insurance requests to the Branch Manager or designate. • Maintains established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal, and procedural requirements. • Develop and maintain a strong image within the community. • Maintains a professional standard of conduct at all times while promoting a positive image of the Insurance Agency and its’ affiliates. • Other duties as assigned; assist other staff as required.
2 - 4 years: Job related experience in an insurance agency selling personal lines.
High School Diploma or better
Licenses & Certifications
Level 1 Insurance License
Level 2 Insurance License