Client Support Specialist
1 week ago
The Customer Service Representative is dedicated to delivering outstanding service to both prospective and current clients. This role involves recognizing opportunities for cross-selling and collaborating with sales professionals for follow-up actions. Additionally, the representative aids the agency owner in achieving service objectives.
Key Responsibilities
- Deliver tailored, professional customer service by fostering trust and nurturing strong client relationships.
- Address customer inquiries related to coverage options, billing, claims, or products by adhering to established agency protocols.
- Facilitate modifications to existing accounts and policies as needed.
- Act as an intermediary for customers between the agency and various business partners.
- Assist clients with claims by guiding them to the appropriate Claims Department contacts and resources, ensuring their needs are met through follow-up.
- Coordinate appointments with current or potential clients for agency personnel.
- Possession of an active Property & Casualty insurance license is mandatory.
- Prior experience in customer service and customer retention is essential.
- Proven track record in delivering exceptional customer service.
- Strong communication skills are required.
- Proficient in PC software applications, including Microsoft Office Suite and Internet Explorer.
- Basic mathematical skills are necessary for the role.
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