Benefits/Perks
- Competitive Pay
- Professional Development
- Weekends off
- Paid Major Holidays
- 401k
Job Description
We're looking for an outgoing organized self-starter to provide personalized service to the individuals and families who rely on our local agency. You'll answer questions, handle policy and billing questions, and follow through until people know what to expect next.
You'll also make life insurane easier to understand. During everyday service conversations and plan reviews, you'll help people understand what life insurance can help protect.
Responsibilities
- Answer incoming calls, respond to emails and messages, and great visitors to the office
- Handle routine service requests, including contact and policy updates, billing and payment questions, ID Cards, and proof of coverage.
- Explain existing coverage, deductibles, billing notices, and renewal information.
- Schedule plan reviews
- Keep accurate records of conversations, policy changes, and follow-up commitments in agency systems.
Qualifications
- High school diploma bachelor’s degree preferred.
- Excellent customer service skills.
- Outgoing and approachable, with confidence to start conversations.
- Highly organized with strong time management skills.
- Familiarity with Microsoft Office and other software applications.
- Clear verbal and written communication.
- Strong attention to detail and comfort working across multiple systems.
- Ability to obtain the Washington insurance licenses needed for assigned duties.
