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Form of workJob Description
Benefits:
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
Agency Operations
Insurance Sales
Role Requirements
Working Conditions
- 401(k)
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Employee discounts
- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
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
- Drives customer satisfaction by following the J.D. Powers best practices: Personal Insurance Review, rate revision notification and claims process
- 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.
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 banking activities
- Opens agency at 9am and closes agency at 5pm.
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
- Property, casualty licenses (life and/or health to be determined by the agent). Licenses must be maintained to continue employment.
- Valid drivers license required
Role Requirements
- Demonstrated Customer Service experience
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
- Solid knowledge and understanding of basic mathematical skills
Working Conditions
- General office setting
