CSR (Call Center Professinal)

What you will be doing

• Complete Pre-Licensing Training program and then pass a state insurance exam

Once Licensed, you will be responsible for the following:

• Field inbound communication (phone, email, chat, social media, etc) from our client's members regarding their insurance needs. No cold calling.
• Utilize knowledge of personal lines insurance help members with quotes, new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes.
• Begin by thoroughly understanding the customer's need. This may involve asking clarifying questions to gather more information. Utilize resources to conduct research and present the customer with a resolution.
• Understand members' life events that may offer sales cues
• Correspond with customers, clients, insurance carriers and internal sources to provide coverage information and policy recommendations
• Responsible for execution of various client service transactions including policy endorsements, certificates, binders, cancellations or other tasks
• Complete carrier certifications to receive "Ready to Sell Status" for several insurance providers
• Adhere to performance metrics and quality standards
• Our Representatives are experts in recommending excellent solutions and proactively creating a relationship for additional sales

Required Skills:

• Minimum 1 year of contact center experience required
• Previous experience as a Licensed Agent (Life/Health/Personal Lines/Property & Casualty/etc) preferred but not required
• High School diploma or GED required; college degree preferred
• Once licensed, must be able to work an assigned 40 hour a week schedule between the hours of 7am-11pm Monday-Friday and 9am-9pm Saturday
• Veterans and their family members are encouraged to apply
• Strong written and verbal communication skills
• Professional, articulate voice and listening skills
• Maintain member privacy
• Internet & research skills: ability to research and quickly become an expert in a variety of subjects.
• Computer savvy and can resolve minor technical issues with minimal assistance
• Typing 25 words per minute with 90% accuracy
• Ability to critically think through situations and solutions
• Enjoy working in a fast-paced, and at times, hectic environment while maintaining a professional attitude
• Self-motivated and able to work independently and adhere to assigned schedule with minimal assistance
• At ease with multi-tasking in several computer applications at once while holding a conversation with a customer