O'Connor Insurance Associates, Inc. · 2 days ago
Personal Lines Customer Service Representative Trainee
Charlotte, NC 28262
Full-time
Onsite
New Grad
$45K/yr - $55K/yrO'Connor Insurance Associates, Inc. is a growing independent insurance agency seeking a Personal Lines Customer Service Representative Trainee. The role involves providing service to clients, developing new insurance opportunities, and maintaining strong relationships while learning the insurance business.
Insurance
Responsibilities
Provide service to existing clients: updating policies, quoting, taking payments, answering questions, providing documentation, answering phones, greeting visitors and assisting with mail
Respond to incoming inquiries (phone, online, walk-in) and gather all necessary information on quote sheet
Identify, qualify, and develop personal insurance opportunities with new clients in person, online, by phone, and through written communication
Actively solicit increases in coverage or rounding out accounts at every service contact
Resolve issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution
Network and prospect for new clients, including win backs
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage
Present policies to insured and educate them on coverages and rates
Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
Follow Agency processes and procedures in the day-to-day operations of the agency
Qualification
Required
Bachelor's Degree or comparable work experience
Goal orientated relationship builder who enjoys selling great products to protect clients and their assets
Service minded sales professional who enjoys meeting clients need and ensure coverages are set up correctly and expectations are exceeded
Possess strong presentation, persuasion, and negotiation skills with the ability to close sales
Demonstrate strong customer focus and an excellent phone manner
Strong written and verbal communication skills
Excellent math and reading skills to accurately perform simple calculations
Skilled in handling difficult customer phone calls and solve complex problems without direct supervision
Strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills
Technology and Computer proficiency including agency management systems, our office is highly automated
Ability to obtain North Carolina Property and Liability Insurance licenses
Benefits
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
Medical insurance
Company matched SIMPLE retirement plan (up to 3%)
Generous time off program including accrued PTO and paid holidays
Company
O'Connor Insurance Associates, Inc.
O’Connor Insurance Associates, Inc. is a full-service independent insurance agency.
Founded in 2000
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase