Customer Service Representative
1 week ago
The Customer Service Representative plays a key role in providing exceptional customer experiences to both potential and current clients. They also identify opportunities for cross-selling and collaborate with sales experts for follow-up. Additionally, they support the agency owner in achieving service objectives.
- Customer Service
- Delivers personalized and professional customer service, focusing on building trust and nurturing strong client relationships
- Handles customer inquiries regarding coverages, billing, claims, or products by following established agency processes
- Addresses and resolves customer complaints or issues promptly and professionally
- Processes changes to existing accounts and policies
- Acts as a bridge between customers and various business partners on behalf of the agency
- Sends monthly postcards to customers (e.g., thank you notes, birthday greetings)
- Assists customers with claims by guiding them to the appropriate contacts and resources in the Claims Department
- Insurance Sales
- Participates in coverage reviews and may provide advice on policy options to customers
- Estimates and quotes policy premiums while complying with underwriting guidelines
- Identifies cross-selling opportunities during customer interactions and pursues them accordingly
- Seeks guidance from relevant business partners when necessary
Benefits
- Competitive Annual Base Salary + Commission + Bonus Structure
- Monday to Friday Schedule
- Enjoy Evenings Off
- Opportunities for Career Growth and Progression
- Available Bonuses
- Hands-on Training Provided
Responsibilities
- Schedule appointments with existing and potential customers for the team
- Track daily customer interactions and metrics
- Handle administrative tasks efficiently
- Check and respond to team emails daily, addressing all incoming agency requests
- Collaborate with colleagues across different departments to ensure top-notch customer satisfaction
- Support in organizing and running agency events
- Assist with check, money order handling, and related banking activities
Requirements
- Demonstrated experience in providing exceptional customer service
- Outstanding verbal and written communication skills, alongside active listening abilities
- Proven track record in resolving customer complaints effectively
- Maintain a strong knowledge of company products to address customer queries efficiently
- Document knowledge and insights to create valuable resources
- Proficient in PC software applications such as Microsoft Office Suites, Internet Explorer, and Excel
- Commitment to enhancing customer service skills through ongoing training programs
- Solid comprehension of basic mathematical concepts
- High school diploma or equivalent work experience
Education/Licenses/Designations
- Active Property, Casualty, and Life licenses are mandatory
- Licenses must be kept up to date for continued employment
- Valid driver's license required
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