Accesspoint Insurance Agency is looking to hire an enthusiastic Engagement Specialist to join our team. This is not your average customer service job.

You will receive thorough training in insurance in order to be able to perform this job. As our Customer Engagement Specialist, you will be working to build relationships with clients to drive customer satisfaction, retention, and referrals. You will play a crucial role in enhancing the overall customer experience and promoting customer loyalty.

You will work remotely, but connected with the rest of the team via Zoom daily.

Your Role:

Receive training to become familiar with our insurance products to be able to discuss with our clients and prospects
Work in conjunction with our Coordinator of Customer Engagement
Make outbound calls to clients and prospects for information and updates
Make outbound calls to clients to touch base and promote the relationship between them and our agency
Receive incoming calls and assist clients in their requests and address their concerns
Maintain customer files and notes of your contact
Communicate effectively over the phone and via email in a warm and empathetic manner
Assist the team in miscellaneous tasks such as making policy changes, gathering information, requesting signatures etc.
Adhere to confidentiality requirements and laws to ensure information is shared only with authorized individuals
Provide support to coworkers as needed during heavy workloads and absences
Encourage online reviews and referrals

People who succeed in this role have:

Superior social and people skills
Patience
Empathy
Motivation
Punctuality
Coachable
Effective problem-solving skills
Strong work ethic and the desire to grow with our company
Effective and accurate written and verbal communication skills
Ability to provide calm conflict resolution and problem-solving to frustrated customers
Ability to be a self-starter and to work independently

Requirements:

Reliable home internet
Computer with microphone and speakers (equipment will not be provided by Accesspoint)
Customer service experience
Must be 18 years of age or older
Must have high school diploma or equivalent
Must be able to work an 8 hour shift daily
Have flexibility with your schedule on busy days

Accesspoint Insurance Agency

New Jobs

Engagement Specialist