Customer Service Representative
1 month ago
TWFG Insurance Services
Location:
New Orleans, LA Metro
Mandeville, LA
JOB DESCRIPTION
JOB TITLE: Customer Service Representative
Reports to: Branch Sales Manager
SUMMARY: Represent the company in a professional, courteous manner by providing excellent customer service to prospective clients, policyholders and other departments in the organization. Assist producer in servicing potential and existing clients by providing quotes, re-shopping business, processing endorsements, providing proof of insurance, taking payments, answering billing questions and performing other service work. Current Agents seeking growth opportunities encouraged to apply.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Solid working knowledge of systems – agency management system, comparative rater and carrier underwriting systems.
- Maintain current knowledge of P&C personal lines insurance coverages and TWFG insurance markets.
- Provide education and answers to prospective clients and existing policyholders regarding insurance coverages.
- Create and provide quotes for new business, endorsements and renewals for various lines of business.
- Follow company procedures to process work in a highly automated environment – pull documents from CSR work bucket, process new business, endorsements, renewals and cancels.
- Answer phones in a courteous and professional manner – provide quotes, process endorsements, provide billing answers, order identification cards and proof of insurance, as well as, handle other questions and tasks as necessary. Re-shop business as requested.
- Create bills and mail as needed for various products.
- Review current customer insurance accounts to identify additional insurance needs and cross-sell additional products.
- Retain business by calling out on all renewals and cancels to keep business in-force with agency/company.
- Achieve or surpass department productivity and quality standards/goals.
- Perform other duties as assigned.
QUALIFICATIONS, EDUCATION and/or EXPERIENCE:
- High school degree or GED and P&C agent license active or acquired. Prefer 2-3 years insurance agency experience. Commercial insurance experience is a plus.
- Strong computer skills paired with solid customer service and listening skills.
- Able to multi-task and switch gears as needed to adapt to changes, delays or unplanned events.
- Able to work long hours when necessary to meet goals.
- Demonstrated ability to accept responsibility for own actions and follow through on commitments.
- Enjoys working in a team environment and achieving daily goals.
TWFG offers a competitive salary, based on experience, and benefits: medical, dental, vision, and 401k Retirement Savings Plan.
Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.-
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