Insurance Services Representative

Job summary
Provide assistance to insurance agentsSupport the department with back office tasksService existing and potential customers
Job seniority: entry level
Responsibilities
• Maintain insurance management software• Assist customers over the phone• Educate customers on available access channels• Study and test for insurance licenses• Welcome customers in the lobby• Participate in business development• Assist in building the customer base• Prepare insurance quotes and applications• Maintain knowledge of insurance regulations• Demonstrate trustworthiness and professionalism• Adhere to telephone standards• Maintain attendance and flexible schedule• May be asked to assist at other branches• Complete assigned duties
Requirements
• High School diploma or equivalent• Willingness to seek insurance licenses• Positive attitude and good interpersonal skills• Effective communication and data entry skills• Some accounting and reconciliation skill• Good customer service skills
Key Skills Needed
• Customer service• Interpersonal communication• Effective communication• Data entry• Accounting• Reconciliation