Client Service Agent

Overview

Are you tired of sales quotas and long hours? Do you want an employer who values work-life balance? We might be the agency for you! We are seeking a courteous professional with a pleasant phone demeanor and eagerness to ensure clients receive great customer service. We are a family-owned, independent insurance agency offering home, auto, business, and life insurance for clients in Indiana and Kentucky.

As a small business, we pride ourselves on building relationships with our clients and our employees. We are looking for a candidate willing to go that extra mile to provide a friendly and quality customer experience. We believe when you treat others how you want to be treated, everyone succeeds.

• Respond to client inquiries regarding existing policies and coverage; make requested changes
• Maintain electronic records of client interactions and transactions including inquiries, changes, claims, comments, and actions taken
• Answer incoming calls and schedule office appointments
• Produce and submit evidence of insurance as requested
• Monitor status and completion of policy changes for accuracy and quality assurance
• Obtain client information requested by underwriting and ensure policy compliance
• Process claims, maintain contact with clients during claim process, and ascertain satisfaction
• Handle client payments and ensure accurate billing
• Process quote information for prospective new clients and ensure eligibility guidelines are met
• Assist with administrative tasks including electronic scanning and filing, deposits, packet assembly, mailings, and other similar tasks
• Other duties as assigned

Applicant should be professional, have good time management skills, the ability to multi-task and prioritize work, excellent written and verbal communication skills, strong organizational skills, must be detail-oriented, show initiative, and have the ability to think critically and work independently. Must be proficient in Microsoft Word, Outlook, and Excel. Must have accurate and efficient typing skills.

Applicants must be currently licensed in Property & Casualty insurance. Applicants must also have a high school diploma with 2-5 years of experience working in an office setting in customer service, insurance, or an equivalent field. Candidates must be willing to submit to a background check.

This job is a full-time position and operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers, etc. Requires operation of a computer and viewing a monitor screen for extended periods of time (stationary position). Must be able to frequently communicate and exchange accurate information by phone and in-person with clients.

Starting at $25.00/hr (commensurate with experience, non-commission based) with potential to earn bonuses

3 weeks paid leave (plus two bonus days), 14 paid holidays, paid bereavement leave, licensing CE credit reimbursement

Full-time, 8:45 a.m. to 5:00 p.m. Monday - Friday (37.5 hour work week)

2920 Frankfort Avenue, Suite 102, Louisville, KY40206

Applicants should send a resume and cover letter outlining how they meet the specific requirements of the position to  Only candidates selected for an interview will be contacted.