Customer Service Representative
Location: Wixom, MI
Job Type: fulltime
Company: Terri Anderson-Berger Agency
Salary: $40000.0 - $75000.0 per year
Category: Customer Service
Job Description Apply Now
Customer Service Representative - Summary
The Customer Service Representative (CSR) plays a vital role as the frontline liaison between clients and the insurance agency. As a CSR, you will contribute to building and maintaining strong customer relationships by providing exceptional service, responding to inquiries, and educating clients about insurance products. The position welcomes candidates who are enthusiastic about delivering value-based conversations and an outstanding customer experience. This role is ideal for individuals eager to learn, grow, and advance within the insurance sector. The agency offers comprehensive training for the right candidates, even if they do not have previous insurance experience, and supports professional development through licensing and ongoing education.
Duties & Responsibilities- Establish and nurture positive customer relationships through regular communication and proactive follow-up.
- Deliver prompt, accurate, and friendly customer service by addressing inquiries related to insurance availability, eligibility, policy coverages, policy changes, account transfers, claim submissions, and billing questions.
- Utilize a customer-focused, needs-based approach to explain insurance options and help clients make informed decisions.
- Maintain a high level of work ethic and demonstrate a commitment to achieving team and individual goals every day.
- Provide thorough and timely activity reports to management, ensuring transparency and accountability.
- Stay up-to-date with product changes, licensing requirements, technical advancements, and continuing education to provide accurate information to clients.
- Collaborate effectively with team members to ensure a positive and productive work environment.
- Competitive salary structure with the potential for performance-based bonuses.
- PTO including vacation and personal/sick days, supporting work-life balance.
- Opportunities for gaining valuable hands-on experience in the insurance industry.
- Clear growth pathways and advancement opportunities within the agency for motivated team members.
- Demonstrated excellent interpersonal, written, and verbal communication skills.
- Strong organizational abilities and attention to detail.
- Proactive problem-solving skills and a commitment to customer service excellence.
- Able to learn and utilize computer functions relevant to the role.
- Self-motivated, with the drive to achieve goals both independently and as part of a team.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
- Pride in delivering accurate, timely work and a willingness to accept new challenges.
- Must be able to obtain the necessary Property & Casualty and Life & Health insurance licenses, with support for training and preparation offered by the agency.
- Commitment to continuous professional development and adherence to industry standards.
- Energetic and personable, with a genuine interest in helping others and facilitating positive client experiences.
- A quick learner who is open to training and adapting to new processes and technologies.
- Motivated by achieving measurable goals and contributing to the agency’s success.
- Maintains composure and professionalism in a fast-moving work environment.
- Demonstrates ethical conduct and integrity in all interactions.
- Seeks long-term career growth within the insurance industry and values continuous learning.
- This Customer Service Representative position is within an independent insurance agency affiliated with a major national brand, offering a professional and dynamic work setting.
- Agency employees are not employees of the parent insurance company but are hired and managed by the independent agency owner.
- Applicants must meet all applicable licensing and training requirements as outlined by the agency and relevant state authorities.
- Applicants will be supported through the licensing process and ongoing education to help them succeed in the role.
Ready to take the next step in your career as a Customer Service Representative? Click the application button to apply now and join a team dedicated to excellence in customer service and professional growth!
This position is with an independent contractor agent, not with the parent insurance company. Employees of independent agents must be able to successfully complete any applicable licensing requirements and training programs. Independent agents hire their own employees. Their employees are not employees of the parent company.