Benefits:- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
- Training & development
- Dental insurance
- Health insurance
- Opportunity for advancement
- Vision insurance
The
Customer Service Agent at Hatoway Insurance Partners, Inc. is responsible for assisting Producers and Account Managers in helping fulfill client requests and the organization of client files.
Benefits/Perks:- Competitive Pay (Salary)
- Professional Development
- Job Stability in a growing industry
- 401K Matching
- Short-Term/Long-Term Disability
- Health Insurance
- Dental/Vision Plan
- Bonuses
Responsibilities- Actively manage service requests and conduct follow-up as needed for client accounts.
- Assist Producer/Account Manager in client file management in Partner. Adding Notes, filing paperwork, and managing follow-ups for new and existing clients.
- Answer phone calls and emails to process any policy change requests, cancellations or other needed service.
- Gather information and set up potential appointments for new sales.
- Take and manage client payments through the deposit process.
- Facilitate claims requests as needed and proactively follow up to ensure client happiness.
- Ensure that Agency Management System files are up to date and accurate with all activities and documents.
- Collaborate with other employees to ensure the clients are receiving the highest level of care.
- Provide important information to the group on issues or coverages during staff meeting times.
Qualifications- Bachelor's Degree Preferred.
- Possess a valid driver’s license and a source of reliable transportation.
- Be people-oriented, customer-focused, and professionally assertive in servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision
- Strong communication skills both written and verbal.
- Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
Requirements- Must attain an Indiana Property and Casualty Insurance License. Employer will set up and pay for instruction and the first attempt to pass the test for certification.
