Spherion Staffing is seeking a motivated, customer-focused Insurance Customer Service Representative (CSR). In this role, you will be the face and voice of the agency, delivering top-tier service to policyholders both over the phone and in person.
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This role is ideal for candidates looking to advance their career in the insurance industry, the ideal candidate will already have their Property & Casualty (P&C) insurance license, enabling you to handle sales cross-selling, upselling, and policy expansions.
Responsibilities:
Client Engagement: Greet walk-in clients warmheartedly and handle high-volume inbound calls with professionalism and empathy.
Policy Administration: Assist policyholders with coverage inquiries, payment processing, policy updates, claims reporting, and account maintenance.
Upselling & Growth Path: Identify client coverage gaps during routine service interactions to cross-sell and upsell products (upon securing state licensure).
Problem Resolution: Resolve client concerns efficiently, ensuring compliance with state regulations and agency standards.
Data Entry: Accurately maintain client records, policy details, and communication notes within the Agency Management System (AMS).
Working hours: 8:30 AM - 5:00 PM
Skills:
Knowledge of Hawksoft software - preferred not required
Knowledge of Lightspeed phone system - preferred not required
Education:
High School
Experience:
1-4 years
Qualifications:
Experience: 1?3+ years of experience in customer service, retail, office administration, or banking (prior insurance experience is a plus, but not required).
Licensing Intent: Ideal candidate already has their P&C insurance license.
Communication Skills: Excellent verbal and written communication skills with a comfortable, professional phone presence and good face-to-face interpersonal skills.
Technical Proficiency: Comfortable navigating multi-line phone systems, database software, and MS Office Suite.
Attributes: High attention to detail, good multi-tasking skills, and a growth mindset oriented toward sales and service.
Apply online
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).