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Administrative/Customer Service Representative
4 months ago
Are you looking for an opportunity to put your skills to better use? Patricia W. Grant Agency, LLC-Farmers in Stafford, Virginia, is looking for a positive, enthusiastic individual to join our outstanding team as a Part-Time (if the right fit can become Full-Time) Administrative/Customer Service Representative . You will be using your professional demeanor, willingness to learn, and excellent communication skills to service new and existing clients to achieve agency goals and service standards. Whether you have experience in the industry or are looking to start down a new career path, this may be the place for you. No previous industry experience? No problem If you have proven your customer service and communication skills in another industry and are ready to learn and grow, we can teach you everything you need to know to be successful with Patricia W. Grant Agency, LLC-Farmers. Compensation will be based on experience and the ability to obtain an insurance P&C license or licenses L&H. If you are an experienced customer service representative looking for a new opportunity, this may be the place for you. Apply today
Benefits
Annual Base Salary Based on Experience
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
- Answer phones, transfer calls for quotes, new business, policy changes and inquiries to licensed agent and/or producer under the direction of the agency owner
- Schedule new business, renewal and follow up appointments for agency owner, licensed producer; and placing on the agency outlook calendar
- Maintain files and records (creating new files; complete monthly file audits to ensure all required documents are in the electronic account in APEX, paper file and file backs);
- Refer prospects or customers to an agent or a licensed sales producer for all quotes. policy changes, policy review & coverage inquiries;
- Pull/Run Renewal reports including , send emails to clients for upcoming renewals (attaching necessary documentation)
- Open all agency mail daily; date stamp review with agency owner and process as directed by agent (all mail must be filed in appropriate client files daily).
- Accept and follow-up on payments on existing policies; including missing required documents
- Send emails to clients regarding upcoming renewals 60 days prior to renewal.
- Take loss information from customers and reporting this information to the claims department; within APEX.
- Process company ALERTS utilizing APEX application
- Manage client files
- Manage Timesheets; make sure the times are accurate and complete at least 2-3 days prior to processing of payroll
- Other duties as assigned by the agency owner.
- To advance in the agency and full assist with servicing clients and potential clients, must obtain insurance licensing within 30 days of employment
Requirements
Must be able to operate all office equipment including phones; multi-task; data-entry (20-40 words per minute); obtain insurance license within 30 days of employment; pass background check.
