Insurance Front Desk Coordinator

Company: Julie Hahn Agency: Allstate Insurance
Location: Gastonia
Posted on: March 17, 2023

Job Description:

Benefits/Perks
Competitive Pay
Professional Development
Job Stability in a growing industry
Job DescriptionThe Front Desk Coordinator at Julie Hahn Agency is responsible for maintaining solid customer relationships by handling incoming calls and customer walk-in inquiries, payments, and routing calls and walk-ins to appropriate Agents in the office to assist them. Showcasing speed, positivity and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.Responsibilities
Answer customer calls and correspondence regarding new or existing insurance policies, as well as administrative duties such as answering phones, calling customer lists, sending emails, greeting visitors and assisting with mail.
Set appointments and/or client calls for Licensed Agents to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to take payments and provide any requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
Qualifications
Hold the insurance license required by your state or strong interest in insurance and customer service with a willingness to potentially get licensed in the future.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.
Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
Technology and Computer proficiency including agency management systems.

Keywords: Julie Hahn Agency: Allstate Insurance, Gastonia , Insurance Front Desk Coordinator, Other , Gastonia, North Carolina