Opportunity Description
Mechanics Bank is currently searching for a Client Services Representative to join our team reporting up to our Spokane Insurance Agency.
Responsible for daily servicing of clients, review of client’s current policy renewals and remarketed as needed. Work current client base to reach out to clients that currently have mono-line business with agency to cross-sell other lines of business.
Responsible for daily servicing of clients, review of client’s current policy renewals and remarketed as needed. Work current client base to reach out to clients that currently have mono-line business with agency to cross-sell other lines of business.
What you will do:
Service and cross-sell insurance product to new and existing customers. Process quotes, renewals, endorsements, policy changes, cancellations and any other miscellaneous information received from clients and carriers. Use probing questions to determine insurance needs and then sell appropriate products.
Handle incoming customer phone calls, faxes and emails and special requests. Make servicing and sales telephone calls with current and new customers.
Determine sales strategies and tactics to increase customer base and cross sell...
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