Licensed Customer Engagement Specialist

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Peachy Insurance

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💸 Finance

👥 B2C

Insurance • Finance • B2C

Peachy Insurance is a family-owned insurance company that has been serving residents in metro Atlanta and across Georgia since 2018. The company offers a wide range of insurance products, including auto, homeowners, renters, and commercial auto insurance, designed to meet the diverse needs of their clients. Peachy Insurance prides itself on delivering tailored insurance solutions while ensuring exceptional customer service and support through every stage of life, from personal to business insurance needs.

📋 Description

• Join daily team huddles to align on priorities and goals • Receive ongoing coaching and training • Make outbound calls to existing customers about policy renewals, billing reminders, policy reviews, coverage recommendations, and service opportunities • Identify opportunities to improve customers' insurance protection and connect them with licensed agents when appropriate • Follow up regarding requested documents, outstanding items, and policy servicing needs • Assist with data entry, policy documentation, scheduling, and other administrative projects • Meet with the manager for coaching, feedback, and professional development • Build relationships with existing customers through proactive outreach • Deliver exceptional customer service • Communicate insurance information clearly and professionally • Balance customer outreach with administrative responsibilities

🎯 Requirements

• Active Property & Casualty License or Personal Lines License in the applicant's resident state required • Previous insurance agency, customer service, retention, or call center experience preferred • Strong verbal and written communication skills • Comfortable making a high volume of outbound customer calls • Excellent organizational and time management skills • Ability to multitask and work independently in a remote environment • Positive attitude and genuine passion for helping customers • Dependable, self-motivated, and committed to helping customers protect what matters most

🏖️ Benefits

• Starting at $16/hour plus bonus opportunities • 4 days of paid vacation initially, with additional days earned over time • Paid week of sabbatical leave every year after 9 months of employment • Health, dental, and vision insurance for you and your family • Up to $5,250 per year for continued education and professional development • 401(k) access • Ongoing coaching and training • Opportunities for advancement • Flexible work-from-home environment • Supportive team culture • Company recognition of achievements