Sales - Customer Service Rep I - Effingham County

Georgia Farm BureauSpringfield, GA
Onsite

About The Position

This role is for a Sales - Customer Service Representative I in Effingham County. The position involves attending training for professional development, completing applications and paperwork for new and existing P&C (Property and Casualty) insurance business, and binding P&C coverage according to regulations and company guidelines. The representative will also schedule appointments, handle customer follow-up requests, provide insurance quotations, conduct marketing activities, and manage routine correspondence from the home office. Additionally, they will accept premium payments, prepare and process various insurance documents, and maintain a professional appearance and demeanor. The role requires striving to meet company goals and growth expectations.

Requirements

  • High School diploma or GED required.
  • Must have valid Georgia Property and Casualty insurance license.
  • Must possess a valid Georgia driver’s license.
  • Ability to handle confidential information; accuracy, and attention to detail.
  • Ability to relate to and work with various people in a professional manner.
  • Must be able to read, analyze, and interpret policies, coverages, regulations, instructions, manuals, and other documents as required.
  • Computer skills and abilities are necessary.

Responsibilities

  • Attend training schools for professional development as required.
  • Complete applications and paperwork required for new P&C business and changes to existing business.
  • Bind P&C coverage according to insurance regulations and company guidelines.
  • Schedule appointments.
  • Complete follow-up requests to customers on insurance services.
  • Provide quotations for P&C insurance coverages.
  • Conduct other marketing activities as directed.
  • Handle routine correspondence from the home office.
  • Accept premium payments for new business and renewals.
  • Prepare, process, review, and monitor applications, changes, binders, etc.
  • Perform in a manner that will prevent errors and omissions.
  • Present a professional appearance, demeanor, and behavior.
  • Attend meetings and training as required.
  • Strive to attain company goals and growth expectations.
  • Other duties as assigned by manager.
  • Development of skills and knowledge of product lines and offered services.
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