Licensed Customer Service Representative

Customer Service Representative

Our CSRs are one of our most important roles. They interact with the Agency Director, Insurance Agents, and Customers. They are the first face most of our customers see! We need them to give amazing Customer Service, provide information in response to inquiries, and resolve customer concerns. Someone who is successful in this role will be professional, helpful, informative, personable, accurate, and friendly. This is a full time position.

Customer Service duties include, but are not limited to:

·      Management of emails and downloads to ensure that renewals, endorsements, claims, reviews, and cancellations are completed in a timely manner.

·      Answer calls courteously and professionally, dealing with each inquiry effectively and efficiently.

·      Receiving customer complaints by logging accurate information and informing Agents of concerns.

·      Maintain accurate records of all transactions

·      Perform reviews of policy renewals, cancellations, and endorsements, and keep agents up to date.

·      Gather accurate information from prospective clients, work on quotes, and inform agents

·      Enter data into the computer system in a timely manner.

·      Analyze requests and provide information necessary to handle client needs.

·      Create accurate and timely customer quotations, do follow-up with customers as needed

·      Enter data into appropriate computer systems

·      Operate a computer and answering machines

·      Analyze transactions, adjusts errors, and create timely decisions on customer needs

·      Have detailed knowledge of product line, and the ability to determine the best line to fit customer needs

Education: High School Diploma or GED required.

Licensing/Registration/Certification: Valid Driver’s license. Insurance License is preferred but not needed.

Experience Minimums: 2 years experience in a customer-facing role

Skills Knowledge and Abilities:

·      Ability to perform basic math calculations

·      Understand and follow instructions

·      Excellent oral and written communications skills

·      Ability to handle multiple tasks

·      Knowledge of and proficiency with Windows-based software and ability to learn programs used by the company

·      Have detailed knowledge of product line, and the ability to determine the best line to fit customer needs

·      Handle, prioritize, manage, and deal with multiple tasks

·      Understand and communicate instructions verbally.