Customer Service Trainee for Personal Insurance Melville, NY

Customer Service Trainee for Personal Insurance

Full Time • Melville, NY

Position Overview:  The Customer Care Specialist Trainee has the primary responsibility of providing superior customer service to clients. Our first objective is to retain existing clients.

Critical Job Functions:

  • Respond promptly to client inquiries via phone, mail and email in a professional and courteous manner. Strive to resolve all inquiries on the first phone call.
  • View every client contact as an opportunity to make our clients want to keep their insurance with Cook Maran. Review exposures, loss experience and current coverage. Provide proactive solutions and recommend appropriate products.
  • Follow department protocol for taking the next call in the queue and return all calls as promised.
  • Document all verbal communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
  • Assist with the solicitation of new accounts and the retention of existing accounts. Look for new sales opportunities by cross-selling.
  • Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients.
  • Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
  • Assume ownership of customer concerns and feedback until a successful resolution is achieved.
  • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
  • Work as a team and contribute to the team effort by openly sharing insurance knowledge.
  • Become a student of the business. Seek insurance knowledge through training and education.

Skills & Qualifications:

  • College graduate preferred
  • Insurance experience is not required
  • Excellent organizational, communication, technology and time management skills
  • Strong customer service focus
  • Excellent diplomacy skills to resolve client issues

Educational requirement:

  • College graduate or experience equivalent.
  • Broker’s license is required / can be obtained once hired

 

Cook Maran & Associates, Inc. is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education and experience.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





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U.S. Equal Opportunity Employment Information (Completion is voluntary)

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Why Cook Maran?

As one of the nation’s top brokers, we use our size and strength to deliver better options to our clients and improve ease of doing business with us, making the job of satisfying clients that much easier. We also do all we can to not only make your job easier, but more rewarding as well.

Opportunity
At Cook Maran, we promote from within. In the past year, 25% of all open positions were filled through internal promotions, and 35% of open positions were filled through our generous internal employee referral incentive plan.
Benefits
Our plans become more robust each year and include traditional as well as innovative offerings, such as identity theft protection, student loan consolidation and legal services. Employees are encouraged to strike a healthy work-life balance and use their allotted paid time off.
Education
We believe more-educated employees allow us to serve our clients at a higher level. In addition to sales training and insurance licensing, we host continuing education classes on site to make getting the education you need more convenient.