Customer Service Representative

Customer Service Representative at Duffy Kruspodin, LLP Customer Service Representative at Duffy Kruspodin, LLP in Brandeis, California Posted in about 19 hours ago.

Type:

full-time

Job Description:

SUMMARY OF RESPONSIBILITIES

Duffy Kruspodin is seeking a Customer Service Representative for one of their most loyal clients, Hayes Company Insurance Brokers, an insurance firm based in Simi Valley, California. This role supports client service and office operations in a fast?paced environment and is ideal for someone who enjoys delivering high?quality support while managing multiple priorities.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to support clients and office operations in a fast?paced environment. This role is ideal for someone who stays calm under pressure, manages multiple priorities well, and values long?term stability.

KEY COMPETENCIES

Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in-person. Provide accurate and timely information regarding policies, coverage, and billing. Assist in resolving client complaints and issues with a professional and empathetic demeanor. Process policy endorsements, changes, and renewals, ensuring all documentation is accurate and complete. Maintain and update client records in our agency management software (AMS 360 or similar). Collaborate with the sales team to support new business efforts and renewal processes. Identify opportunities to cross-sell or upsell additional products to existing clients. Follow standard procedures for receiving, storing, and maintaining client records.

KNOWLEDGE AND SKILLS REQUIREMENTS

Associate's degree required; bachelor's preferred Prior office?based customer service or administrative experience Insurance exposure preferred (industry experience not required) Strong computer skills and ability to learn new systems Professional, detail?oriented, and dependable

BENEFITS

Health, Dental and Retirement Plan Paid time off Professional development assistance