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Customer Service Representative
4 months ago
Duties and Responsibilities include the following.
- Responds to phone calls from insureds, market representatives as well as others.
- Updates client insurance coverage.
- Manages renewals and cancellations including issuing certificates of insurance.
- Processes reinstatements.
- Coordinates and processes endorsements, audits, and other policy-related functions.
- Re-markets policy and develops policy quotes.
- Meets with Marketing staff regarding coverages, market, etc.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
- Interpersonal Skills/Customer Service - Maintains confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments.
- Oral and Written Communication - Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Able to read and interpret written information.
- Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
- Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
- Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
- Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.
- Adaptability - Adapts to changes in the work environment; Manages competing demands.
- Attendance/Punctuality and Dependability - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Follows instructions, responds to management direction.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience High school diploma or general education degree (GED); two to four years administrative experience and five years insurance industry experience required. Property and casualty license required.
Computer Skills To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Microsoft Excel. Ability to use basic office machines.
Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bancorp.
Physical Demands While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually quiet.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bancorp or its subsidiaries (the Company) shall, in their discretion, modify or adjust the position to meet the Company’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Company’s sole discretion.
Forth Insurance is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information, or any other basis protected by law.
