Job Information
ROSHONDA ISOM AGENCY LLC OJT - Customer Service Representative (CSR) in Lakeland, Florida
OJT/WIOA Position To be considered for this job WIOA eligibility must be determined. Please make sure you have a current resume listed in EFM. Click on How to Apply
The Isom Insurance Group in Lakeland, Florida, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions, concerns, and requests. Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience while ensuring their clients have the coverage they need.
Responsibilities: Process customer policy change requests.
Secure all Trailing Documents from customers.
Handle all incoming claim calls from customers and follow-up.
Complete Evidence of Insurance requests.
Develop new Financial Services opportunities.
Document each customer contact in the CRM system.
Immediately greet all customers, entering the office, in a friendly and helpful manner.
Take premium payments from customers.
Ask each customer for referrals and explain our referral program.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Verify phone numbers, addresses, and email addresses with each customer contact and update customer information.
Return all phone messages promptly.
Understand and follow all underwriting, rating, and compliance requirements.
Maintain knowledge of new products and services.
Generating insurance quotes.
Provide customer service and support.
Be outstanding at relationship building.
Develop and maintain client relationships.
Schedule appointments for sales staff to meet prospective customers.
Requirements: A minimum of 1 year of customer service experience, preferably insurance agency customer service experience.
Must have or willingness to obtain a 4-40, 2-20, or 20-44 insurance license.
Be a self-starter with a sense of urgency.
Create relationships from a cold start.
Proficiency in multitasking, follow-through, and follow-up.
Communication/interpersonal skills.
Professional phone etiquette.
Business Writing and Editing Skills.
Customer Service Skills.
Problem-Solving Capabilities.
Leadership skills.
Communication skills, both oral and written.
Driven and goal-oriented individual.
Ability to handle stressful and difficult situations.
Be capable of handling customer rejection.
Being bilingual, and fluent in both English and Spanish is beneficial.
Ability to take initiative, be proactive, and think outside the box.
Ability to identify and solve problems, think critically, and make decisions quickly.