Customer Service Representative

Summary

Join AWL as an Agency Customer Success Representative and contribute to the agency's operations and policy sales. This remote role involves close collaboration with sales, agency operations, and clients to ensure insurance coverage, client satisfaction, and prompt responses to inquiries. Responsibilities include maintaining policy status, conducting welcome calls, following up on carrier requirements, handling service calls and emails, referring renewal opportunities, and supporting the achievement of strategic goals. The ideal candidate possesses superior organizational and customer service skills, a proven track record of success, excellent listening and comprehension skills, strong computer skills, and a desire to achieve challenging goals. Life and Health Service Representative license is required.

Requirements

• Superior organization skills
• Excellent customer service skills
• Proven track record of achieving objectives
• Excellent listening and comprehension skills with attention to detail
• Ability to develop mastery of product knowledge and application process details
• Excellent computer skills
• Strong desire to win in the marketplace and achieve excellent results against challenging goals

Responsibilities

• Maintain up-to-date policy status
• Conduct welcome call on all new business
• Follow-up on pending carrier requirements and documentation
• Receive inbound service calls and emails and work as necessary
• Refer renewal and cancel save opportunity to retention or sales as necessary
• Work with Sales and Agency Operations leadership to meet strategic goals and execution requirements

Preferred Qualifications

Experience in Sales