Customer Account Specialist
Customer Account Specialist Position
A Customer Account Specialist is the customer's biggest champion and makes the process of buying insurance as simple, seamless, and unforgettable as possible. We're looking for bright people who are willing to roll up their sleeves and are eager to raise the bar every day while challenging themselves to grow and learn at a rapid pace.
Ready to build your career? Join our team as a Customer Account Specialist to work in person with customers in our Spring Hill, TN office!
Benefits + Perks:
Come join our family-oriented team of highly skilled individuals working together to support our customers to protect what is important to them most. This learning opportunity acts foundational to understanding our business and can lead to other opportunities!
Here is how we invest in you:
- Compensation: Competitive based pay and ability to contribute to a SIMPLE IRA.
- Advancement Opportunities: Understanding our business / products and our customers is essential! Providing excellent customer service is what sets our team apart from the rest! This position will focus on the various details necessary to create a positive customer experience. As for your own career, the opportunities are available for you to grow and develop. It’s up to you to take advantage of these opportunities!
- Time Off & Work-Life Balance: Generous paid time off (up to 4 weeks off) PLUS 6 company holidays with closing ½ days for 3 additional days.
- Education Support: This position will require you to have a Property and Casualty license to start. However, we understand this commitment comes with a cost! We reimburse for the successful completion of the exam and even pay a stipend while you study for the exam! Continued career growth will require additional licensing and reimbursement upon completion.
- And more!
About the Role:
We're looking for a go-getting, detail oriented, and multi-tasking individual to act as the first point of contact for our office. This position will define customer service excellence as they welcome clients, answer questions, take payments, make appointments and service our clients to the best of their ability. In this role you will:
- Build relationships with customers (via inbound/outbound calls) and assist them with their insurance experience.
- Be detail minded to review and verify sensitive customer documentation (including appointment scheduling, payments, etc.) to ensure a smooth process.
- Ask probing and empathetic questions to understand the customers' needs and priorities and provide next-step solutions as possible. But remember, we are a team, and we are here to help with those challenging questions.
- Address customer concerns or account issues with professionalism and tact.
- Manage work through task-driven queues while multitasking in a fast-paced environment to complete workflows.
- Utilize and navigate between multiple internal and external software tools.
- Handle in house marketing initiatives including Marquee signage and monthly marketing updates.
- Other duties as assigned.
This is a full-time, in-office position with an assigned schedule. Hours per week could vary based on business need - our standard is a 37–40-hour work week.
What we require:
- High School Diploma or GED Required
- College Degree Preferred
- 2+ years of customer service experience preferred
- Proven exceptional “hometown” customer service and willing to be a team player
- Aptitude and willingness to learn new things; apply that learning to perform successfully and grow your career
- Demonstrate ability to handle multiple tasks in a fast-paced environment
- Ability to critically think and audit your own work
- Excellent communication skills (written and verbal)