Customer Service Representative for Personal Lines /Insurance Agent

$44,000 - $44,000/Yr

Navigate Risk Advisors - Westlake, OH

Full-time - Entry Level

Westlake, OH

Real Estate

About the position

Navigate Risk Advisors LLC is looking for a dedicated and enthusiastic Customer Service Representative to join their team in Westlake, OH. This full-time position involves being the first point of contact for customers, providing exceptional service and support for Personal Lines Insurance needs. The ideal candidate will have strong communication skills and a passion for customer satisfaction, working 40 hours per week from 9am to 5pm.

Responsibilities

• Communicate effectively with customers via phone, email, and in-person to address inquiries and provide information about Insurance coverages.
• Analyze customer needs and provide tailored solutions to enhance their experience.
• Quote and issue new business, review renewal business and claim activity.
• Schedule and coordinate annual Insurance reviews.
• Create insurance proposals prior to appointments and prepare all necessary company paperwork.
• Maintain accurate records of customer interactions and transactions in the Agency Management System.
• Collaborate with team members to improve processes and enhance customer service.
• Research cross-selling opportunities.

Requirements

• High School Diploma or equivalent
• Previous experience in Insurance as customer service representative is preferred.
• Property and Casualty Licensed
• Strong knowledge of the insurance industry, its products, and services
• Detail oriented, good organizational, and time management skills
• Computer and data entry skills, including knowledge of Microsoft Office 360, Outlook, Microsoft Word and Excel.
• Experience with HawkSoft, Agency Zoom, Formstack, or PLRater a plus.
• A positive attitude and commitment to providing excellent customer service are essential.

Nice-to-haves

• Experience with HawkSoft, Agency Zoom, Formstack, or PLRater a plus.

Benefits

• 401(k)
• 401(k) matching
• Disability insurance
• Paid time off
• Bonus opportunities
• Commission pay