Customer Service Representative

Oak Park, IL (On-site)

$35K/yr – $50K/yrEntry LevelFull time

Posted 2 months ago

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Job Summary

Own the customer relationship and sales lifecycle for an insurance agency, combining proactive education, needs-based guidance, and lead development to move prospects into appropriate policies and coverage.

  • Customer engagement: provide prompt service and educate on options, including inquiries on availability, eligibility, coverages, claims, and billing.
  • Sales pipeline: develop leads, schedule appointments, identify needs, and market suitable products.
  • Team collaboration: partner with the agent to set and hit marketing goals while aligning messaging and outreach.

Job Description

Responsibilities

  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements

  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
  • Self-motivated
  • Detail oriented
  • Ability to make presentations to potential customers
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

Preferred

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

Benefits

  • Salary plus commission/bonus
  • Health benefits
  • Profit sharing
  • Paid time off (vacation and personal/sick days)
  • Flexible schedule
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency