Client Service Representative

2 weeks ago

Tampa, United States Lazydays Full time
About Lazydays:

Lazydays is a leading retailer of recreational vehicles, offering a diverse range of RVs and related services. As a recognized industry leader, we are committed to providing exceptional experiences for our customers, driven by a passion for adventure and the great outdoors. We operate 25 dealerships nationwide and are headquartered in Tampa, FL.

Who You are:

We are looking for Client Service Representative for our Lazydays RV Insurance Center. You will play a vital role in providing exceptional service to our clients. You will serve as the primary point of contact for policyholders, addressing inquiries, processing policy changes, and ensuring a positive overall experience. Your attention to detail, excellent communication skills, and desire to learn and advance will contribute to the success of our agency.

What You'll Do:

Client Interaction:

• Serve as the first point of contact for clients. Provide exceptional customer service and guidance to clients on insurance policies.

• Provide prompt, professional, and courteous service to address client needs and concerns.

• Establish customer relationships and follow up with customers, as needed.

Policy Management:

  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

• Send payment reminder communication to clients which includes calling, texting and/or emailing. Includes monitoring policies at risk of cancellation.

• Work with the agents to meet agency sales and retention goals.

• Ensure accuracy in policy documentation and maintain up-to-date client records.

• Pivot to cross-selling conversations with clients who were not quoted and collect information needed for quote.

• Generate and provide Evidence of Insurance documents to customers.

Claims Assistance:

• Assist clients with the claims process, guiding them through the necessary steps and documentation.

• Coordinate communication between clients and claims adjusters to facilitate a smooth resolution.

Renewals and Reviews:

• Proactively reach out to clients for policy renewals, providing information on coverage options and any changes in premiums.

• Conduct policy reviews to ensure clients have appropriate coverage based on their evolving needs.

• Send out policy payment reminders to customers.

Problem Resolution:

• Investigate and resolve client issues or concerns in a timely and effective manner.

• Collaborate with internal teams to address complex client queries.

• Effectively communicate with customers, internal staff, and management.

Documentation and Record Keeping:

• Maintain accurate and organized client files and documentation.

• Ensure compliance with regulatory requirements and company policies.

• Follow up on outstanding application and/or documents requiring signatures.

• Collect supporting documents from customers as requested by insurance companies.

Insurance Product Knowledge:

• Stay informed about insurance products, coverage options, and industry regulations.

• Educate clients on policy details, coverage limits, and available add-ons.

*Other responsibilities will be assigned by the /Director of Insurance or Managing Agent based on agency workflow evaluation and as deemed necessary

What You've Done:

• High school diploma or equivalent; additional education in insurance, business, or a related field is a plus.

• We will help you obtain the required licenses. However, candidates with active insurance license preferred.

• Previous experience in customer service or a similar role; experience in the insurance industry is preferred but not required.

• Excellent communication and interpersonal skills.

• Detail-oriented with strong organizational abilities. Efficiently manage time and tasks.

• Define problems, collect data, establish facts, and draw conclusions.

• Strive to meet or exceed performance targets and objectives.

  • Willingness to learn and adapt to evolving industry trends.

• Proficient in relevant software applications and comfortable learning new systems.

• Knowledge of insurance products, policies, and industry practices.

• Ability to work independently and collaboratively in a team environment.

Lazy Days RV Insurance Center is an equal opportunity employer. We encourage individuals from diverse backgrounds to apply.

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