Whorton Insurance Services
Small Business Customer Service Representative
Full Time • Austin - Jollyville Rd
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Employee discounts
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Small Business Customer Service Representative
Are you passionate about providing exceptional service and building strong customer relationships? We’re looking for a dedicated Small Business Customer Service Representative to join our team. In this role, you'll be the go-to person for quoting small business insurance, handling inquiries, and ensuring our clients receive top-notch support with professionalism and efficiency.
Benefits & Perks:
- Competitive Pay
- Professional Development opportunities
- Job Stability in a growing industry
- Career Advancement potential for taking on larger roles and more complex tasks
- Private Office in a professional setting
- Regular Hours: 8 AM to 5 PM, Monday to Friday, with a 1-hour lunch break
- Paid Time Off: Holidays, personal days, vacation, sick days, and PTO
- Comprehensive Benefits: 401(k), 100% paid health insurance
- Work-from-Home Options after completing the initial period
Key Responsibilities:
- Provide outstanding service to existing clients by updating policies, offering quotes, processing payments, answering questions, and handling documentation.
- Manage customer calls and correspondence regarding both new and existing insurance policies, and service all claims.
- Assist new clients or support producers by understanding their needs, gathering data, researching policy options, presenting solutions, finalizing and binding coverage, and negotiating with carriers when needed.
- Schedule appointments or client calls to review existing policies, liability limits, coverage needs, replacement costs, and renewals.
- Offer detailed information about products and services, process renewals or cancellations, take payments, and provide necessary documentation.
- Address product or service issues by identifying concerns, determining solutions, and following up to ensure resolution.
- Verify the accuracy of audits or policies and facilitate corrections between clients and carriers as needed.
- Maintain records of customer interactions and transactions in the agency management system (AMS360).
- Collaborate with team members, mentor staff, provide expertise, and participate in meetings as required.
Qualifications:
- Insurance License: Must hold the required state license and have at least two years of commercial lines insurance account management experience.
- Education: Bachelor’s Degree or comparable work experience.
- Industry Knowledge: Strong understanding of insurance products, rating procedures, underwriting, coverages, and industry operations.
- Customer Focus: Excellent phone manner, written and verbal communication skills, and ability to handle complex customer issues.
- Skills: Attention to detail, organizational skills, multi-tasking, problem-solving, and ability to work independently.
- Time Management: Strong time management and personal accountability.
- Technical Proficiency: Familiarity with agency management systems, rating tools, and carrier websites.
Ready to make a difference and grow with us? Apply today and join our team! 🌟
#JobOpening #CustomerService #Insurance #CareerOpportunity #JoinOurTeam
Compensation: $40,000.00 - $60,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a CAA member agency is a great career choice!
CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
(if you already have a resume on Indeed)
Or apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)