Customer Service Agent
Mutual Insurance Agency
Tampa, FL US
Posted ago
Mutual Insurance Agency
We're looking for someone passionate about providing excellent customer service to our clients and policyholders. As our next insurance customer service representative, you will show our policyholders the value of being one of our customers by generating insurance quotations and providing coverage advice. You'll also be in charge of giving current policyholders excellent customer service by resolving billing issues, amending policies, and making policy suggestions. The ideal candidate for this role has prior customer service experience and excellent communication skills. If this sounds like you, apply now!
Responsibilities
  • Communicate with the customers about complaints, give acceptable solutions, and follow up to ensure that the problem was fixed
  • Confirm client insurance coverage and provide evidence of insurance papers to policyholders
  • Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies
  • Remain up to date on new marketing initiatives to accurately address insurance-related questions using all available tools
  • Apply appropriate changes to consumer policies based on the information provided

  • Provide service for specific book of business and maintain good customer relations with clients
  • Renewals, Cross-Sell, and New business for personal lines insurance products
  • Maintain accurate records in agency management system
  • Be a team player within agency and assist co-workers when needed
  • Have a great attitude and drive to work hard and excel in the insurance field

Qualifications
  • High school diploma or GED equivalent needed
  • Basic knowledge of insurance policy procedures and schedules is preferred
  • Excellent active listening, interpersonal, and communication skills
  • Must have knowledge of Microsoft Office and customer relationship management software
  • Previous customer service experience required for this position

  • Maintain at least a 440 CSR Insurance License

About Mutual Insurance Agency

Mutual Insurance is a full-service family-owned independent insurance agency in St Petersburg, FL. We strive to provide our clients with the highest level of service and insurance knowledge. We are excited to add new members to our family and look forward to our continued growth together.

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