Agency Customer Service Representative - Internal Only - Remote

Overview

As an Agency Customer Success Representative at AWL, you will assist with the operations of the agency and policy sales business, working closely with sales, agency operations, and clients to ensure satisfaction and address inquiries throughout the policy life.

In Short

• Help clients get insurance coverage in place.
• First point of contact for service inquiries.
• Support Agency Operations Manager with daily management.
• Conduct welcome calls on new business.
• Follow-up on pending carrier requirements.
• Receive inbound service calls and emails.
• Refer renewal and cancel save opportunities as necessary.
• Work with leadership to meet strategic goals.
• Maintain up-to-date policy status.
• Collaborate with sales and agency operations.

Requirements

• Superior organization skills.
• Excellent customer service skills.
• Proven track record of achieving objectives.
• Excellent listening and comprehension skills.
• Ability to master product knowledge and application processes.
• Excellent computer skills.
• Strong desire to win and achieve results.
• Experience in sales is a plus.

Benefits

• Work in a successful customer acquisition marketing company.
• Join a tight-knit, energetic team.
• Be part of a company ranked as a Best Place to Work in Austin.
• Opportunity for professional growth.
• Engage in a fast-paced entrepreneurial culture.