Licensed Customer Service Representative at Crestview Management, LLC

Greenfield, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jul, 26

Salary

65000.0

Posted On

20 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Insurance sales, Problem solving, Communication skills, Data entry, Phone etiquette, Multi-tasking, Computer literacy, Note taking, Relationship building, Active listening, Team collaboration

Industry

Description

Description State Farm agency experience is preferred and overall compensation will be based on overall experience in the insurance field. You must have and active insurance license or obtain licensing in Property and Casualty to be considered for the role. We are looking for Licensed Insurance Sales and Customer Service professionals to take care of our current customers in a service capacity. You must love people and be able to solve problems quickly! If you are a motivated self-starter then this is your opportunity for a rewarding career with excellent income and growth potential. As a Customer Relations Representative, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We have available positions in both Sales and Service roles. We are an elite team of 15 amazing insurance professionals, serving clients across IN, IL and OH, between two offices. We have been nationally ranked in the top 1% of all Agents nationwide, and have achieved the highest rankings the Company offers 3 years in a row across multiple product lines. We foster an open, supportive, achievement-oriented culture where team members can thrive and feel valued. Benefits package: Includes a monthly bonus plan, 401k plus match, ability to earn a paid trip for you plus one, flexible schedule, paid time off, insurance stipend, training & development, opportunities for advancement, PTO, health insurance available. Fun, positivity-forward work culture. We enjoy helping people, and it shows! Office outings several times per year, including office lunches, etc. Our agency is also deeply rooted in the community, partnering with select nonprofits and hosting financial wellness workshops. We are proud of our award-winning office culture—one that emphasizes growth, positive team chemistry, and high expectations. Responsibilities: Manage inbound and outbound calls to address customer inquiries and concerns. Provide accurate information regarding products and services while maintaining high standards of phone etiquette. Perform data entry tasks to update customer records and track interactions. Analyze customer feedback and provide insights for service improvement. Assist customers with troubleshooting issues and provide effective solutions. Collaborate with team members to enhance overall customer satisfaction. Maintain a professional demeanor while handling challenging situations. Requirements Property and Casualty License (Life and Health preferred as well) State Farm experience preferred, insurance experience is a bonus. Must be able to solve problems quickly and be good with basic computer functions as this role has a lot of note taking! Excellent communication skills - written, verbal and listening Self-motivated Ability to multi-task Ability to effectively relate to a customer Ability to work in a fast-paced, team friendly environment Must have the ability to carry out daily responsibilities without supervision Dedicated to customer service Able to effectively relate to a customer, answer their questions, and anticipate their needs. Excellent communication skills to assist customers and coordinate with other agency team members If you’re driven to make an impact and grow alongside a committed team, we’d love to hear from you! We will follow up with you on the next steps in the interview process.

Responsibilities

Manage inbound and outbound calls to address customer inquiries while maintaining accurate records and providing product information. Collaborate with team members to resolve issues and enhance overall customer satisfaction.