Job description

The Customer Relationship Manager provides an excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with Account Executives and Risk Advisors for follow-up. Assists The Jordan Weyburn Insurance Agency with attaining agency service and sales goals.

Customer Service

• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
• Drives customer satisfaction by following:

Personal Insurance Reviews, rate revision notification and claims process

• Processes changes to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.

Agency Operations

• Performs daily administrative functions to assist Team Weyburn /or

Director of Agency Operations

Insurance Sales

• Participates in mini- reviews of existing coverages and may advise customers regarding policy options
• Identifies cross-selling opportunities during customer interactions and takes appropriate action
• Contacts appropriate business partners for guidance when needed

Education/Licenses/Designations

• Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position: Property; Casualty; and Life; (Health is optional)
• Valid driver's license required

Role Requirements

• Demonstrated customer service experience
• Effective communication skills
• Experienced with PC software applications (Microsoft Office

Jordan Weyburn Insurance Agency Core Values

Tenacity
Professionalism
Family
Gratitude
Honesty

Job Type: Full-time

Pay: $40,000.00 - $47,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• How comfortable are you on the phone? In this job you will be reaching out to people you know little to nothing about often times.

Education:

• High school or equivalent (Preferred)

Experience:

• Customer service: 2 years (Required)

Work Location: In person

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