Remote Customer Service Representative /Insurance Agent

Key Responsibilities:

*Customer Engagement: Identify client needs and offer tailored insurance solutions across personal lines, small commercial, and life insurance products.

*Relationship Building: Foster long-term relationships with customers and community members to drive referrals and generate leads.

*Sales and Service Processes: Navigate and understand sales and customer service workflows, ensuring smooth client interactions.

*Client Support: Address client inquiries via phone, live chat, email, and social media, delivering timely and effective support.

*Administrative Tasks: Manage files and forms (applications, claims, payments), track support tickets, and ensure all documentation is accurate and up to date.

*Data and Reporting: Generate and organize reports, track to-do lists, and review client applications for completeness and accuracy.

*Follow-Up: Reach out to current and potential customers, keeping customer applications updated and secure.

Minimum Qualifications:

*Experience: 6+ months in a customer service setting with a proven record of meeting or surpassing performance goals.

*Licensing: Must be able to obtain Property and Casualty and Life Insurance licenses during pre-employment training.

*Tech Proficiency: Comfortable with new software, multitasking, and maintaining efficiency across multiple platforms.

Work Environment: This is a remote role requiring a reliable internet connection and a quiet workspace.

Our Commitment to Diversity, Equity, and Inclusion: Omni Insurance Services is dedicated to creating an inclusive and welcoming work environment, where team members from diverse backgrounds and experiences thrive. We are an equal-opportunity employer and encourage all qualified individuals, regardless of race, color, gender identity, veteran status, sexual orientation, physical ability, or national origin, to apply. We believe in cultivating a team with a shared passion for excellence and a commitment to service.