There are jobs – and then there are careers. The chance to do the kind of work that adds up to something meaningful. The opportunity to challenge yourself and learn new skills. The prospect of being surrounded by smart, ambitious, motivated people, day-in and day-out. That’s the kind of work you can expect to do with us. When you join the GJ Insurance Group, you’ll join a diverse, inclusive environment where you are welcomed, engaged and challenged. Sound appealing? Come join us.
“We can’t predict the future, but we can prepare for it”
TITLE: Client Support Representative (CSR)
REPORTS TO: Managing Partners: Jensen Nowakoski & Grant Jenkins
JOB SUMMARY: We are looking for an energetic client-oriented support representative. A client support representative, or CSR, will act as a liaison, provide product/services information and resolve any pressing needs that our client accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help clients. They’re patient, detail oriented, and responsive. Client support representatives can put themselves in our clients’ shoes and advocate for them when necessary. The essential functions of the position include aiding clients with service and making updates to existing accounts, along with specific quoting and marketing responsibilities. The target is to ensure excellent service standards, respond efficiently to inquiries and maintain high client satisfaction.
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WHY WORK WITH US?
GJ Insurance Group has grown 200% in the last two years and we’re growing again! We are seeking experienced client support professionals to help make insurance easy and accessible for our clients, while having a fun time doing it!
WHAT SETS US APART?
Smaller team sizes so you are integral part of our success
Competitive pay
Spot bonuses / Performance Bonuses / Referral Bonuses
Employer contributed employee benefits
Paid training
Paid community involvement and service time
WHAT DO OUR CSRs DO?
Learning and understanding company insurance products
Answering calls and responding to client questions and needs
Accessing client accounts and policy schedules
Providing clients with detailed information about policies and products
Forwarding clients to sales agents when a policy needs to be initiated or upgraded
Work as an efficient team with others to assemble, market and place coverage
Helps prepares proposals and quotes in coordination with producers
Prepares summaries of insurance, schedules, certificates, and proposals as needed
Maintains and updates files in agency CRM
Identify and assess clients’ needs to achieve satisfaction
Build sustainable relationships and trust with client accounts through open and interactive communication
Keep records of client interactions, process client accounts and update CRM
Follow communication procedures, guidelines and policies
Offer suggestions and recommendations that can assist in our continued success
WHAT DO WE REQUIRE?
High school diploma or equivalent
Previous experience working as a client support representative preferred
Active Indiana property and casualty license preferred
Must be able to work within our operation hours of 9am-5pm EST with occasional
flexibility
Must have a high level of integrity, dependability, and client focus
Be coachable, teachable, and flexible
Ability to take phone calls as well as utilize e-mail, webchat, voicemail, faxes, and other
professional written inquiry functions
Must be proficient in all Windows based software
Basic understanding of insurance products and policy schedules
Friendly and professional demeanor
Excellent communication and interpersonal skills
Thorough, detail-oriented to manage multiple clients, tasks and requests
Strong phone contact handling skills and active listening
Client orientation and ability to adapt/respond to different types of characters
Ability to multi-task, prioritize, and manage time effectively
Sets priorities and manages workflow to ensure efficient, timely, and accurate
processing of transactions and other responsibilities, including prioritizing workflow based on urgency, newbusiness vs. renewal, expiration date of policy, revenue size of account and potential to close
Maintains a cordial and professional relationship with clients, co-workers, carriers, vendors, andother business contacts
If this sounds like you, we’d like to meet you! Please contact us either by: jobs@gjinsurancegroup.com or call 317.751.5005
JOB TYPE: Full-time
PAY: $15.00 – $21.00 per hour – based on qualifications & experience.
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