Position: Client Services Representative

Office: Lowcountry Insurance Services

Location: Port Royal, SC


Client Services Representative—Port Royal, SC

Lowcountry Insurance Services, a member of Correll Insurance Group has an immediate position for a full-time PL Client Services Representative in our Beaufort, SC location.

Job Description:

Entry-level client services representative to support our office and account managers. The position is designed to teach the business of insurance so that additional responsibilities can be assigned as quickly as possible, based on the individual’s ability to be a team player, grasp insurance concepts & a demonstrated desire to grow professionally. The individual hired will initially work with a local trainer, but over time responsibilities will expand to support multiple account managers, including electronically marketing a client’s account with various insurance carriers, in order to obtain the best insurance coverage and price for their specific needs. This will allow for exposure to various levels of insurance knowledge, experience, and techniques.

Essential Duties and Responsibilities:

  • Maintain records according to Agency standards, ensure that procedures are properly followed, and that information is properly documented and readily accessible.
  • Work directly with fellow team members to provide necessary documents, checklists, and other requested information.
  • Use support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation.
  • Adapt quickly in a fast-paced environment.
  • Customer-focused and team-oriented.
  • Performing Administrative Activities
  • Documenting/Processing/Recording Information
  • Provide notifications to customers or patrons.
  • Communicate with customers via phone, email and chat
  • Work with internal departments to meet customer's needs
  • Data entry in various platforms

Minimum Qualifications and Experience:

  • At least 1 - 3 years' of relevant work experience
  • Excellent phone etiquette and excellent verbal, written, and interpersonal skills
  • Ability to multi-task, organize, and prioritize work

Work Location: Beaufort, SC (Port Royal, SC)

https://www.correllinsurance.com/insurance-offices/lowcountry-insurance-services-sc

Work Type: Full-time, M-F

Benefits:

  • Competitive Salary
  • Health, dental, and vision insurance
  • FSA option
  • Life insurance
  • 401(k) with company match program
  • Generous Paid Time Off program
  • Paid holidays
  • Employee assistance program
  • Employee discount program
  • Continuing education and training opportunities

Summary:

If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group we pride ourselves on our outstanding insurance products and customer service, and inclusive work environment for our team.

About Correll Insurance Group:

Correll Insurance Group is a full-service independent insurance agency serving customers throughout the southeast and nationwide. Our agency provides a one-stop service for all insurance needs while bringing a unique mix of local knowledge and service combined with the depth and resources of a nationally licensed insurance agency. Correll Insurance Group offers a wide array of personal insurance and commercial insurance. Additional specialties include life insurance, group benefits, surety bond solutions, and much more. We have access to a network of best-in-class agency leaders, risk management professionals, and insurance solutions while still delivering the personalized service of a small agency.

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We look forward to hearing from you!

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