Customer Service Insurance Agent

Job Summary
Join our dynamic team as a Customer Service Insurance Agent, where your enthusiasm and communication skills will drive exceptional client experiences. In this role, you will serve as a vital link between customers and insurance solutions, providing expert guidance, processing policy inquiries, and ensuring customer satisfaction. Your proactive approach will help clients understand their coverage options, resolve issues efficiently, and foster long-term relationships. This paid position offers an exciting opportunity to develop your sales and customer service expertise within a supportive environment committed to your growth. Commission, bonuses, renewals, mid year trips(Amelia Island) Annual trip (Aruba). CHUBB is the largest traded PNC carrier in the world.

Responsibilities

• Engage with customers via phone, email, or in person to address insurance-related questions and provide tailored solutions
• Assist clients in selecting appropriate insurance policies by explaining coverage options clearly and effectively
• Process policy applications, renewals, cancellations, and updates with accuracy and attention to detail
• Conduct outbound telemarketing efforts to promote insurance products and generate new leads through outside sales techniques
• Negotiate terms with clients to meet their needs while aligning with company policies and regulations
• Maintain comprehensive sales administration records, including client interactions and transaction logs
• Collaborate with marketing teams to identify customer needs and support promotional campaigns
• Analyze customer data to identify opportunities for cross-selling or upselling insurance products
• Ensure compliance with industry regulations such as HIPAA (Health Insurance Portability and Accountability Act) when handling sensitive information
• Provide exceptional customer service by actively listening, resolving issues promptly, and maintaining positive relationships

Skills

• Strong communication skills with the ability to explain complex insurance concepts clearly
• Proven experience in outside sales, retail sales or telemarketing environments
• Negotiation skills to close deals effectively while ensuring customer satisfaction
• Multilingual or bilingual abilities to serve diverse customer bases effectively
• Expertise in sales administration, including documentation, follow-up, and CRM management
• Analytical skills to assess customer needs and recommend appropriate insurance solutions
• Knowledge of marketing strategies to promote products and attract new clients
• Benefits administration experience is a plus for understanding policy benefits and client needs
• Customer service excellence with a focus on building trust and long-term relationships
• Familiarity with HIPAA regulations for handling protected health information securely

Embark on a rewarding career where your energy fuels positive client interactions! We’re dedicated to supporting your professional development through ongoing training, a collaborative team environment, and opportunities for advancement. Join us in making a difference by helping customers protect what matters most!

Pay: From $65,000.00 per year

Benefits:

• Disability insurance
• Flexible schedule
• Parental leave
• Work from home

Work Location: In person