Customer Service Representative

Objective The Customer Service Representative provides excellent customer experience for potential and existing customers and will 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 via in person and phone interactions 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. Power's 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 Insurance Sales Participates in information gathering, quote building and preparation of reviews of existing client coverages 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 Role Requirements Demonstrated customer service experience Effective in person and phone communication skills Experienced with PC software applications (Microsoft Office Suites, Internet Explorer) Solid knowledge and understanding of basic mathematical skills Working Conditions This position may require the ability to work a schedule that includes evenings, nights, and/or weekends General office setting Business casual attire To view full details and how to apply, please login or create a Job Seeker account