Client Service Agent

Client Service Agent (Full-Time)

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.

Responsibilities:
 

• 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

Qualifications/Skills:  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.

Requirements: Applicants must be currently licensed in Property & Casualty insurance. Minimum of 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.

Work Environment:  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.

Compensation: Starting at $25.00/hr (commensurate with experience, non-commission based) with potential to earn bonuses
Benefits: 3 weeks paid leave (plus two bonus days), 14 paid holidays, paid bereavement leave, licensing CE credit reimbursement (no health insurance offered)
Regular Hours: Full-time, 8:45 a.m. to 5:00 p.m. Monday - Friday (37.5 hour work week)
Office Location: 2920 Frankfort Avenue, Ste. 102, Louisville, KY 40206

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