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Customer Service for Insurance Agency

Company: Richmond Agency Inc
Location: Jackson
Posted on: May 16, 2022

Job Description:

Job DescriptionOur office is looking to hire the right individual to join our service team. We are currently seeking to fulfill a full-time position. Our service rep will be responsible for providing exceptional customer service to our current clients and new prospects, obtaining information and quoting policies, maintain knowledge of our products, and answer any questions our clients may have.Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.


Health InsuranceLife InsurancePaid HolidaysBonus OpportunitiesPaid Time Off (PTO)Weekends Off401K PlanCareer Development & Growth


  • Process customer change requests.
  • Secure all Trailing Documents from customers.
  • Handle incoming claims and service calls from customers.
  • Take premium payments from customers.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Return all phone messages promptly.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products.
  • Be outstanding at relationship building.


    • Possess an upbeat, positive and enthusiastic attitude.
    • Be a great self-starter with a sense of urgency.
    • Proficiency to multi-task, follow-thru and follow-up.
    • Excellent Communication/interpersonal skills.
    • Professional phone etiquette.
    • Excellent Spelling and Grammar skills.
    • College Degree - min 2 year degree required, 4 year degree preferred

Keywords: Richmond Agency Inc, Ann Arbor , Customer Service for Insurance Agency, Hospitality & Tourism , Jackson, Michigan

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