Insurance Account Representative

Job Description

Job Description

Benefits :

• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

We are looking for a professional and friendly Customer Service Representative to join and support our team at Rick LeGrow's Insurance Agency. This role is full-time in office from 9-5 Monday to Friday with advancement opportunities.

What you'll be responsible for :

Greeting and welcoming clients in a warm and professional manner, in person and on the phone.

Answer, screen, and forward high-volume client calls.

Manage the front desk, including receiving mail and packages.

Assist with administrative tasks such as data entry, filing and managing office supplies.

Schedule appointments for our sales team.

Check clients in for appointments and validate information.

Coordinating billing activities and processing payments.

Making outbound client service calls.

What you'll bring :

Positive, empathetic energy to our customers and our team.

Minimum of 2 years of office experience.

Experience using Microsoft Office Suite.

Excellent communication skills (oral and in writing) in the English language.

Strong attention to detail and good typing skills.

Ability to work in a fast paced environment.

Must be willing to obtain OTL or have OTL before starting the position.

Experienced licensed insurance office staff will start with both licenses at $60,000.