BGM Insurance Agency, Inc ยท 2 months ago
Personal Lines Insurance Customer Service Representative
BGM Insurance is a privately owned, family-run business committed to providing exceptional insurance services. As an Entry Level Personal Lines Insurance Customer Service Representative, you'll play a crucial role in providing top-notch service to clients while learning the ins and outs of the insurance industry, focusing on personal lines.
Insurance
Responsibilities
Nurture strong customer relationships and aim to increase client retention and product loyalty
Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure
Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements
Issue Insurance Documentation (COI, ID cards, etc.)
Answering incoming phone calls and scheduling appointments
Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards
Shop renewals based on client updates and plans and current market conditions
Qualification
Required
Property and Casualty License required. A license is not required to apply. We will pay 100% for licensing
We are seeking individuals with a naturally outgoing and personable demeanor, capable of building positive relationships with clients and contributing to a warm and welcoming office atmosphere
Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy
Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service
Act as a dedicated team player, fostering collaboration and supporting colleagues in delivering excellent service to clients
Set ambitious renewal and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients
Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Retirement Plan
Evenings Off
Bonus Opportunities
Licensing Assistance
Work-Life Balance
Weekends Off
Holidays Off
Paid Holidays
401k Plan
Professional Development
Advancement Opportunities
Mentorship
Continuing Education Opportunities
Ongoing Training Seminars
Hands on Training
Professional Work Environment
Team Building Activities
Retirement Benefits
Paid Parking
Equipment Provided
Office Snacks and Coffee
Optional Profit Sharing Program
Company
BGM Insurance Agency, Inc
BGM is an independent insurance agency, meaning that we offer objective, comprehensive, affordable insurance because we work with a variety of insurance carriers.
Funding
Current Stage
Early StageCompany data provided by crunchbase