Our dynamic team seeks an enthusiastic individual to provide exceptional customer service to our insurance company clients and policyholders. You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You'll also help resolve billing issues, change policies, and make policy recommendations. If you have previous insurance experience in a customer service role and have a friendly, client-first attitude, PLEASE NOTE THAT THIS IS A 100% COMMISSION-BASED POSITION.
Responsibilities
* Demonstrate accuracy in processing client policy modifications based on the data given
* Maintain a record of customer interactions and follow up on their experience with our organization
* Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
* Confirm client insurance coverage and provide evidence of insurance papers to policyholders
* Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available
Qualifications
* Position requires a high school diploma or GED equivalent
* Knowledge of insurance products and policy schedules is preferred
* Must possess exemplary interpersonal skills, communication skills, and active listening skills
Compensation
$50,000 - $75,000 yearly
About Davis Family Financial, LLC
We are focused on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams.
Our financial firm is one of the few companies of its kind in the industry today - a company dedicated to serving the financial needs of individuals and families from all walks of life.
Our firm is always expanding and we are looking for professionals who are interested in a career in the financial services industry with an emphasis on distribution, building, and owning your platform in conjunction with leadership development. We work with the top Fortune 500 financial services companies in the industry and have the opportunity to provide clients with the best products for their goals and needs. The opportunity to grow within our firm is endless.
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