Customer Service Representative
Job Description
Job Description
Benefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Job Description
We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
- Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience as well as a Bachelor’s Degree or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Recommended Jobs
Software Developer
Position Overview The Intermediate Software Developer supports the design, development, testing, and maintenance of applications under the direction of senior technical staff. This role collaborat…
3D Modeler: Architectural Modeling Generalist.
Job Description Job Description Description: JANSON is seeking a full-time 3D Modeler : Architectural Modeling Generalist. This individual will be part of a growing and passionate team of c…
Cyber Network Security Analyst
Program Overview About The Role Peraton is hiring a Cyber Network Security Analyst for its' Federal Strategic Cyber programs. Location: Arlington, VA As the world’s leading missio…
Advanced Practice Provider PRN
Job Description Job Description Benefits/Perks Great small business work environment Flexible scheduling Company Overview American Family Care (AFC) is one of the largest primary and …
Sr Network Engineer
Public Trust: None Requisition Type: Pipeline Your Impact Own your opportunity to work with the largest government agency in the nation. Make an impact by advancing the Department of Defen…
Optometrist Job Winter Garden, FL Strong Opportunity
Full time opportunity for an associate doctor to work in corporate optometry in a private practice setting. Ideal candidate will have a business driven mindset and looking to grow their patient base, …
Associate Veterinarian
Job Description Job Description Company Description Roanoke Animal Hospital has the distinction of being accredited by the American Animal Hospital Association longer than any other veterin…
Team Member
Position Overview: A Dairy Queen Restaurant Team Member is responsible for providing superior customer service and products quickly, accurately and safely according to standards set by Fourteen Fo…
Systems Administrator
Pioneers. Innovators. Professionals. TechINT Solutions Group (TechINT) is recognized for its knowledge and experience in providing innovative technology exploitation, operational intelligence, counter…
Remote Solar Sales | 22191
The Solar Team is at the forefront of the solar industry, providing top-tier solar solutions to homeowners across the nation. We are dedicated to making solar energy accessible and affordable with the…