Agency Customer Success Representative
A
All Web Leads, Inc.Insurance Marketing
Must Reside in TexasPart-Time
Salary not disclosed
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Job Details
- Required Skills
- Customer service
Requirements
- Valid General Lines or Personal Lines Property & Casualty Insurance License.
- Excellent customer service skills.
- Proven track record of achieving objectives.
- Excellent listening and comprehension skills with attention to detail.
- Ability to develop mastery of product knowledge and application process details.
- Excellent computer skills.
- Strong desire to win in the marketplace and achieve excellent results against challenging goals.
- Experience in Sales a plus.
Responsibilities
- Maintain up-to-date policy status.
- Conduct welcome calls on all new business.
- Follow up on pending carrier requirements and documentation.
- Receive inbound service calls and emails and work as necessary.
- Refer renewal and cancel save opportunities to retention or sales as necessary.
- Work with Sales and Agency Operations leadership to meet strategic goals and execution requirements.
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