Personal Lines Insurance Customer Service Representative

About the role

Discover a rewarding career at BGM Insurance, a privately owned, family-run business committed to providing exceptional insurance services. Our employees enjoy a consistent schedule (Monday - Friday, 9am - 5pm) and a professional yet fun environment. At BGM, we celebrate life's milestones with our employees, from birthdays and weddings to welcoming new babies. Regular office potlucks and cookouts further enhance our sense of community and camaraderie.

Responsibilities

As an Entry Level Personal Lines Insurance Customer Service Representative, you'll play a crucial role in providing top-notch service to our valued clients. This entry-level position offers a fantastic opportunity to learn the ins and outs of the insurance industry, with a focus on personal lines. You'll handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service. You'll act as a dedicated team player, fostering collaboration and supporting colleagues in delivering excellent service to clients. You'll set ambitious renewal and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients. You'll exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication. You'll nurture strong customer relationships and aim to increase client retention and product loyalty. You'll conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure. You'll utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements. You'll issue Insurance Documentation (COI, ID cards, etc.) and answer incoming phone calls and schedule appointments. You'll ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards. You'll shop renewals based on client updates and plans and current market conditions.

Requirements

- 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.

Qualifications

- Excellent communication skills, both verbal and written. - Strong organizational and time management skills. - Ability to multitask and prioritize effectively. - Proficiency in using computer systems for daily transactions. - Positive attitude and ability to work in a team environment. - Experience in customer service or a related field is preferred but not required.

Skills

- Attention to detail. - Multitasking and prioritization. - Computer proficiency. - Teamwork and collaboration. - Customer service skills.

Benefits

- Annual Base Salary + Bonus Opportunities - 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

Pay

Annual Base Salary: $38,000.00 - $48,000.00 per year

Schedule

Mon-Fri Schedule