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Licensed Life Insurance Agent/Customer Service Representative – Remote ID - 11332

Come work for a thriving company with opportunity for growth!

Come work for a growing and thriving start-up company! Agency VA enables insurance agencies to put their insurance service on autopilot. We are a profitable and recently funding company that is moving to grow rapidly over the next year. For our agency clients, we take care of all of their agency service work including but not limited… to:


• Daily carrier activities
• Policy quoting
• Inbound/Outbound phone calls
• Processing endorsements and billing activities

We are looking for experienced customer service agents to provide day-to-day customer service and quoting for our clients. This position requires a motivated self-starter who is comfortable in a work-from-home environment. Must be able to pass a background check.


Job Duties: To be successful, an individual must be able to perform each essential duty satisfactorily.
• Answer customer phone calls quickly and respond to emails.
• Process customer policy change requests.
• Secure all Trailing Documents from customers for new policies.
• Handle all incoming claim calls from customers.
• Document each customer contact in Agency Management System
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Claims follow up calls.
• Set up new client files
• Meet established daily goals for new quotes and re-shops
• Handle carrier daily downloads

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Qualifications:


• Life Insurance experience is REQUIRED
• 2 years minimum experience
• Experience with independent agencies is a HUGE PLUS
• Must have a valid Life Insurance license
• Excellent customer service skills
• Ability to multi-task in an organized method
• Excellent verbal and written communication skills
• Familiar with agency management software applications
• Strong competency in Microsoft office products
• Ability to perform critical thinking and reasoning.

KEY SUCCESS FACTORS


• Strong understanding of customer service responsibilities
• Basic knowledge of insurance coverages
• Strong communication and writing skills
• Analytical and problem-solving skills
• Interpersonal and customer service skills
• Analytical and problem-solving skills
• Strong organizational skills
• Possess an upbeat, positive attitude.
• Proficiency to multi-task, follow-thru and follow-up.

Candidates must reside in AL, AZ, CA, CO, IL, MS, MO, NC, OH, PA, SC, TX, UT, & VA.

Demonstrate a sense of urgency in handling tasks, completing tasks in required time frames.

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