Job Description

Job Description

Job Description

PrideStaff is hiring an  Agency Service Representative for an Insurance client in Charlotte, NC 

Location: Charlotte, NC 28211

Pay Rate: $20-24hr. 

Schedule: Monday - Friday 8:00am - 5:00pm 

The ideal candidate would provide an exceptional customer service experience to both internal and external customers. This individual must enjoy working with people and making a difference at work. The ideal candidate must enjoy a fast-paced environment, be detail oriented, well organized and like paperwork. The ideal candidate must be a quick learner who likes working alone and in a team.

Responsibilities:  

• Maintains customer databases – Agency Bloc and Excel Sheets.
• Assisting clients with completing their applications for insurance. 30+ a
month. Year-end 800+.
• Submitting / processing applications for clients. 30+ a month. Year-end
800+.
• Responsible for sending out rate quotes for both under 65 and over 65
clients.
• Responsible for sending out rate quotes for travel insurance.
• Answer 40+ emails a day.
• Provides information to clients by answering questions and requests.
• Maintains professional and technical knowledge by reviewing professional
publications.
• Create and distribute Constant Contact Newsletters to clients.
• Daily follow-up with 8 + insurance carriers for each application’s status.
Average 30+ applications a month.
• Send emails to keep clients updated on application status. Average 30+
applications a month.
• Responsible for all Medicare D and Medicare Advantage RX reviews. 800
at year-end.
• Sending thank you notes on a timely basis within 10 days of the
application being approved by an insurance carrier.

Skills/Qualifications:  

• Exceptional Reporting Skills
• Administrative Writing Skills,
• Microsoft Office Skills (Microsoft Word, Excel, PowerPoint, Outlook, and Publisher)
• Managing Complicated Processes
• Organization with good memory
• Analyzing Information
• Professionalism
• Problem-Solving
• Good math skills
• Verbal Communication

Job Tags

Work alone, Monday to Friday,

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