Client Services Representative (Part-time 20 hours/week), HomeStreet Insurance Agency (Spokane, WA)

Salary Range:

$21.20 - $31.83

(Depending on knowledge, skills, abilities and location.  Certain level jobs may be eligible for bonus, commission, and/or equity awards.)

Posting Date:

April 4, 2025

This job will be open and accepting applications for a minimum of three days from the date it was posted.

Benefits* worth writing home about:

• Medical, dental, and vision coverage for employees and their families
• Life, disability and family Leave
• 401(k) and Roth 401(k) with employer match
• Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts 
• Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
• Free employee checking account and employee home loan discounts

*For eligible employees averaging 20 or more hours per week.

EO/AA Employer including Vets and Disabled.

Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.

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California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information.

Job Description Summary:

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.

Job Details:

PRIMARY FUNCTIONS:

• Serve 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.
• Handle incoming customer phone calls, faxes and emails and special requests.
• Determine sales strategies and tactics to increase customer base and cross sell additional products.
• Maintain accurate customer records by updating policy information as needed in agency management database.
• Be familiar with on-line company manuals, rating programs and any coverage changes.  Adhere to all systems, procedures and insurance regulations.
• Use probing questions to determine insurance needs, and then sell appropriate products.
• Engage inside the office making servicing and sales telephone calls with current and new customers.
• May discover they occasionally find it necessary to meet customers outside of the office.

QUALIFICATIONS:

• High school diploma or equivalent required. College and/or insurance classes/certification preferred.
• 2 years of minimum personal lines experience at agency or insurance company.
• They must be licensed as well in WA for property and casualty. 
• Possess current property and casualty license.
• Familiar with agency markets and preferences for appropriate market selections for accounts.
• Excellent communication skills by phone, written and in person contact.
• Possess excellent organization, detail orientation, and judgment skills. Able to learn quickly, be accurate in completing responsibilities with strong attention to detail and documentation.
• Highly professional in all standards, skills and manner in dealing with clients, insurance agents and others. Pleasant, courteous, demonstrates strong business etiquette and must dress appropriate for professional office environment.
• Work cooperatively by maintaining positively strong effective communication and working relationships with co-works and manager.
• Accept responsibility for handling confidential information.

Must be able to work as a team player by:

• Willingness to assume additional responsibility/duties and or projects as they arise.
• Able to be accommodating by accepting change, be it inte