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Customer Service Representative
3 months ago
**Job Summary**
Customer Service Representatives are proven leaders who manage the business results of a specific business unit within the Agency and are responsible for replacing the daily functions of an agent.
**Responsibilities and Duties**
- Determine customer requirements and expectations in order to help the customer identify specific products and solutions
- Solicit, sell, and negotiate new business policies
- Review renewal business and conduct appropriate follow up based on degree of change
- Cross-sell/up-sell products to existing customers
- Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
- Conduct annual reviews with customers
- Perform risk analysis and underwriting
- Monitor claims activity for profitability purposes
- Determine new business marketing focus based on research and analysis of competitive areas in local market
- Manage and train new Agency Producers (APs), including reviewing all new business paperwork submitted by APs
- Manage daily activities of other team members, including prioritizing items for Customer Service and Sales Representatives
- Diffuse difficult and complex customer interactions
- Monitor sales results for business unit and implement corrective action if goals are not met
**Qualifications and Skills**
Property and Casualty Licensed
Pay: $36,000.00 - $70,000.00 per year
**Benefits**:
- Paid time off
Shift:
- 8 hour shift
Weekly day range:
- Monday to Friday
Work setting:
- In-person
**Education**:
- High school or equivalent (preferred)
**Experience**:
- Customer Service: 1 year (required)
**Language**:
- Spanish (preferred)
License/Certification:
- Life Insurance License (preferred)
- Property & Casualty License (required)
- Personal Lines Insurance Licensed (preferred)
Work Location: In person
