Customer Service Specialist

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 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 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