A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.
Customer Service Representative Horizon Insurance - 2.8 Sioux Falls, SD Job Details Full-time $35,000 - $45,000 a year 2 hours ago Benefits Paid training Dental insurance Paid time off Vision insurance Life insurance Qualifications Spanish Filing Property & Casualty License Needs-based selling Computer skills Insurance sales Life & Health Insurance License Full Job Description Full job description
Compensation:
$35,000-$45,000 annual base salary , based on experience Performance-based quarterly bonuses Additional annual performance bonus opportunities Paid training and development
ROLE DESCRIPTION
As a Customer Service Representative with Horizon Insurance , you will play an important role in creating exceptional client experiences while supporting the growth of our insurance agency. This is a customer service and sales position . You will work directly with existing clients, assist with policy service needs, communicate with insurance carriers, maintain accurate client records, and identify opportunities to help clients with additional insurance products. The ideal candidate is professional, dependable, organized, detail-oriented, and comfortable talking with customers about their insurance needs. You will receive training and support to develop your insurance knowledge, sales skills, and customer service abilities. The right candidate will have opportunities to obtain their insurance license and grow within the agency.
RESPONSIBILITIES
Answer customer inquiries and provide professional assistance. Assist clients with policy questions, changes, updates, and billing questions. Process insurance service requests and follow up with clients and carriers. Provide insurance ID cards, certificates, policy documents, and other requested information. Communicate with insurance carriers regarding client policies and service requests. Schedule appointments and assist with policy reviews. Maintain accurate client and policy records. Assist producers with applications, quotes, renewals, and administrative tasks. Identify additional insurance needs and opportunities within our existing client base. Present and recommend additional insurance products when appropriate. Follow up with clients on quotes and sales opportunities. Generate referrals and cross-selling opportunities. Assist clients with products including Auto, Home, Renters, Life, Commercial, Medicare, Health, and Employee Benefits as appropriate to licensing and training. Maintain organized electronic and physical files. Provide exceptional customer service by phone, email, and in person. Support general office operations and administrative responsibilities.
SALES EXPECTATIONS
Our approach is centered around helping existing clients and identifying legitimate opportunities to protect them with additional coverage. You will be trained to recognize customer needs, have insurance conversations, present appropriate solutions, follow up on opportunities, and either close the opportunity when properly licensed or transfer it to a licensed producer.
QUALIFICATIONS
Strong communication and interpersonal skills. Excellent customer service skills and professional phone etiquette. Comfortable discussing insurance products and identifying customer needs. Comfortable asking for the sale when appropriate. Detail-oriented and able to multitask. Strong organizational and time-management skills. Strong computer skills and ability to learn new software. Previous customer service experience preferred. Previous sales experience preferred. Previous insurance experience preferred. Property & Casualty license preferred. Life & Health license preferred Bilingual English/Spanish preferred. Reliable, professional, motivated, and willing to learn.
CAREER OPPORTUNITY
Horizon Insurance is a growing independent insurance agency serving clients across multiple lines of insurance, including Personal Insurance, Commercial Insurance, Life Insurance and Health Insurance . We believe in developing our team and promoting from within. We provide training, licensing support, continuing education, and professional development to help motivated employees build a long-term career in insurance.
PERFORMANCE INCENTIVES
This position includes performance-based quarterly and annual bonus opportunities based on established company goals and individual performance. Performance may be evaluated based on a combination of customer service, client retention, productivity, sales activity, cross-selling, referrals, and overall contribution to the agency . If you are someone who enjoys helping people, solving problems, building relationships, and selling when you find a genuine need , we'd love to hear from you. Apply today to join the Horizon Insurance team!
Pay:
$35,000.00 - $45,000.00 per year
Benefits:
Dental insurance Life insurance Paid time off Vision insurance Application Question(s): Do you have previous customer service experience? Do you have previous sales experience? Do you have insurance experience? Do you currently hold an insurance license? Are you bilingual in English and Spanish? Are you comfortable working in a position that includes both customer service and sales?
