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Licensed Insurance Customer Service Representative Trager Reznitsky Insurance |

North Haven, CT Employment Type:

Full-Time, Salaried Annual Salary:

$50,000, depending on experience and qualifications Job Summary Trager Reznitsky Insurance is seeking a motivated, dependable, and customer-focused Insurance Customer Service Representative to join our team! As a key point of contact for our clients, you will play an important role in delivering exceptional service, building lasting relationships, and helping clients navigate their insurance needs. The ideal candidate is organized, detail-oriented, professional, and comfortable managing multiple responsibilities in a fast-paced environment. This individual takes initiative, communicates effectively, solves problems, and works collaboratively with clients, coworkers, and our sales team. If you enjoy helping people, take pride in providing outstanding customer service, and are eager to contribute to a growing insurance agency, we'd love to hear from you!

Key Responsibilities Client Service:

Handle incoming and outgoing calls, respond to client inquiries, and provide timely, professional assistance with insurance policies, billing, coverage questions, and general service needs.

Policy Support:

Assist clients with policy changes, personal information updates, payments, documentation, and other routine servicing requests.

Client Relationships:

Build and maintain positive relationships with clients by providing responsive, reliable, and personalized service.

Insurance Knowledge:

Maintain a strong understanding of insurance products, coverage options, agency procedures, and available services.

Communication:

Explain policy information, coverage options, and service procedures clearly and professionally, within the scope of applicable licensing and authority.

Administrative Support:

Maintain accurate client records, process documentation, complete data entry, and manage follow-ups using agency management systems.

Problem Solving:

Identify client needs, address concerns, resolve service issues when possible, and escalate complex matters appropriately.

Sales Support:

Recognize opportunities to introduce additional insurance products or coverage options and coordinate with the sales team to help meet client needs.

Team Collaboration:

Work closely with management, producers, and fellow team members to ensure a smooth and positive client experience.

Organization and Accountability:

Manage multiple tasks, prioritize responsibilities, meet deadlines, and maintain a high level of accuracy and professionalism.

Technology:

Use Microsoft Office and agency software to complete daily responsibilities efficiently. Experience with EZLynx, AgencyZoom, RingCentral, Canopy Connect, or Xilo is a plus. Perform additional duties as assigned by management. Qualifications and Experience An active Connecticut insurance license is required. Strong customer service and communication skills, both written and verbal. Excellent organizational skills and attention to detail. Professional phone etiquette and the ability to communicate confidently with clients. A self-starter who takes initiative and can work independently with minimal supervision. Strong problem-solving skills and the ability to manage competing priorities. Computer proficiency, including Microsoft Office, and the ability to learn new software systems. A positive, can-do attitude with a strong work ethic, dependability, and business maturity. Ability to work effectively both independently and as part of a team. Insurance industry experience and familiarity with agency management systems are strong advantages. Compensation The anticipated annual salary is $50,000, depending on experience and qualifications. How to Apply Interested in joining Trager Reznitsky Insurance? We'd love to hear from you! Please submit your resume and a brief introduction highlighting your relevant experience and interest in the position.

Pay:

From $50,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person