Sales - Customer Service Representative I, Atkinson County

Georgia Farm BureauPearson, GA
Hybrid

About The Position

This role involves providing customer service and sales support for P&C (Property and Casualty) insurance. Responsibilities include processing applications, binding coverage, scheduling appointments, following up with customers, providing quotations, and handling routine correspondence. The position requires a professional demeanor, attention to detail, and the ability to work with various people. The role also involves continuous learning about product lines and company goals.

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 with 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 coverage.
  • 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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