Customer Service Representative

Objective

The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Customer Service

· Provides personalized, professional Customer Service experiences through building trust and developing strong customer relationships

· Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures

· Processes changes to existing accounts and policies

· Serves as a liaison on behalf of the customer between the agency and various business partners

· Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.

Skills:
- Excellent verbal and written communication skills in English
- Strong Customer Service skills with the ability to handle difficult or irate customers
- Multilingual skills are a plus
- Ability to analyze customer needs and provide appropriate solutions
- Proficient in phone etiquette and active listening
- Basic sales skills to upsell products or services
- Bilingual proficiency is a plus
- Experience with outbound calling is preferred
- Accurate and efficient data entry skills

Agency Operations

· Schedules appointments with existing or prospective customers for agency employees

· Performs daily administrative functions to assist the agency owner, office manager or sales unit manager

· Assists with set up and execution of agency events

· Assist with cash handling and banking activities

Insurance Sales

· Participates in reviews of existing coverages and may advise customers regarding policy options

· Estimates and quotes policy premiums complying with underwriting guidelines

· Identifies cross-selling opportunities during customer interactions and takes appropriate action

· Contacts appropriate business partners for guidance when needed

Education/Licenses/Designations

· Property, casualty licenses (life and/or health to be determined by the agent). Licenses must be maintained to continue employment.

· Valid driver’s license required

Working Conditions

· General office setting

We offer competitive compensation, comprehensive benefits package, including dental, vision, and life plans. Join our team of dedicated professionals who are committed to providing excellent Customer Service.

To apply, please submit your resume highlighting your relevant experience and skills. Only qualified candidates will be contacted for an interview.

Job Type: Full-time

Pay: $16.00 - $19.00 per hour

Expected hours: 38 per week

Benefits:

• Dental insurance
• On-the-job training
• Paid time off
• Vision insurance

Experience level:

• 2 years

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• In-person
• Office

Ability to Relocate:

• Manitowoc, WI 54220: Relocate before starting work (Required)

Work Location: In person