We're looking for someone passionate about providing excellent customer service to our clients and policyholders. As our next insurance customer service representative, you will show our policyholders the value of being one of our customers by generating insurance quotations and providing coverage advice. You'll also be in charge of giving current policyholders excellent customer service through financial planning, amending policies, and making policy suggestions. The ideal candidate for this role has prior customer service experience and excellent communication skills. If this sounds like you, apply now! Responsibilities Assist in financial planning, policy upgrades, and providing financial education to assist clients achieve their goals. Maintain a record of client interactions and follow-up. Make accurate modifications to client policies. Marketing. Qualifications Understands how to utilize a database for processing client information and how to use Microsoft Office to create necessary documents. Prior work in a customer-facing position or customer service role is required. A general understanding of insurance policies and schedules is preferred. Must possess exemplary interpersonal skills, communication skills, and active listening skills. #J-18808-Ljbffr