Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in.

Experience

No Prior Experience Is Necessary

Benefits

• Any benefits you could potentially offer such as:
• paid vacationÂ
• dental, vision, life & health insuranceÂ
• paid time offÂ
• growth opportunity

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Great Customer Service Skills.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Good understanding of computer data entry, Microsoft Outlook (Teams and SharePoint a plus)
• Bilingual - Spanish

Responsibilities

• Process customer policy change requests.
• Helping agents build proposals
• Verify phone numbers, addresses and email addresses and update customer information.
• Answer incoming phone calls on the first ring.
• Schedule appointments for sales staff to meet prospective customers.
• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
• Work with Carriers on policy changes and billing issues.
• Manage social media.
• Processing and filing of policy information.

Remote Type: No

Job Type: Full-Time

Job Category: Customer Service Representative

About Us

Trego Insurance Agency, LLC is a full-service property and casualty insurance agency offering a portfolio of commercial and personal insurance products that can be tailored to a clients' specific need. Our core strength is the depth of knowledge our employees, and access to a diverse carrier network to properly serve our client's goals. We are aligned with one of the largest independent agency networks in the country, Keystone Insurance Group. This affiliation provides us with access to the largest carriers in the area, and smaller more specialized carriers to help serve most risk we encounter.

• Process customer policy change requests.
• Helping agents build proposals
• Verify phone numbers, addresses and email addresses and update customer information.
• Answer incoming phone calls on the first ring.
• Schedule appointments for sales staff to meet prospective customers.
• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
• Work with Carriers on policy changes and billing issues.
• Manage social media.
• Processing and filing of policy information.

• Great Customer Service Skills.
• Proficiency to multi-task, follow-thru and follow-up.
• Good understanding of computer data entry, Microsoft Outlook (Teams and SharePoint a plus)
• Bilingual - Spanish
• Ability to tactfully handle stressful and difficult situations.

• Possess an upbeat, positive and enthusiastic attitude.
• Driven and goal-oriented individual.
• Bilingual - Spanish