Personal Lines Customer Service Representative Trainee

O’Connor Insurance Associates, Inc.•Charlotte, NC

About The Position

Insurance Personal Lines Customer Service Representative Trainee with superior sales, customer service, organization, communication skills. Relationship builders who enjoy selling, handling customer inquiries and concerns with speed, professionalism, and strong attention to detail want to interact daily with customers, carriers, and fellow employees while servicing and marketing products. The Customer Service Representative Trainee position serves as the training ground to learn the insurance business and advance to higher levels of income and responsibility. O’Connor Insurance will pay for you to obtain your North Carolina Property & Casualty license, provide invaluable on the job training with the opportunity for you to advance your career within our organization. Personal Lines Customer Service Representative Trainee Candidates will benefit from: Being a part of small, upbeat, close knit team Thrive in an environment focused on customer service excellence and being that trusted advisor Grow with an experienced team that has great reputation in the marketplace Competitive pay and benefits The Personal Lines Customer Service Representative Trainee is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales, meeting and exceeding Agency sales goals, service, and quality standards.

Requirements

Bachelor’s Degree or comparable work experience.
Goal orientated relationship builder who enjoys selling great products to protect clients and their assets
Service minded sales professional who enjoys meeting clients need and ensure coverages are set up correctly and expectations are exceeded
Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
Demonstrate strong customer focus and an excellent phone manner
Strong written and verbal communication skills
Excellent math and reading skills to accurately perform simple calculations.
Skilled in handling difficult customer phone calls and solve complex problems without direct supervision.
Strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
Technology and Computer proficiency including agency management systems, our office is highly automated.
Ability to obtain North Carolina Property and Liability Insurance licenses.

Responsibilities

Provide service to existing clients: updating policies, quoting, taking payments, answering questions, providing documentation, answering phones, greeting visitors and assisting with mail.
Respond to incoming inquiries (phone, online, walk-in) and gather all necessary information on quote sheet.
Identify, qualify, and develop personal insurance opportunities with new clients in person, online, by phone, and through written communication.
Actively solicit increases in coverage or rounding out accounts at every service contact.
Resolve issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
Network and prospect for new clients, including win backs.
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage
Present policies to insured and educate them on coverages and rates.
Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Follow Agency processes and procedures in the day-to-day operations of the agency