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Position: Licensed Customer Service Representative (CSR)
NICRIS Capital Co. is on the lookout for a Licensed Customer Service Representative (CSR) to enhance operations within their insurance agency. The CSR plays a vital role in the daily functions of the agency, collaborating closely with the Supervising Agent and Producers. This position involves a variety of administrative tasks, alongside responsibilities such as managing office operations, welcoming clients, and addressing inquiries from potential customers.
Key Responsibilities- Engage in the insurance sales process through cross-selling, endorsement processing, and telemarketing initiatives.
- Respond to client inquiries and concerns via various communication channels including phone, email, and traditional mail.
- Proactively reach out to potential clients through established outreach methods, including organizing mail campaigns and phone solicitations to introduce the agency and its sales team.
- Assist policyholders in initiating or resolving claims.
- Contact clients to confirm and verify appointments.
- Welcome customers warmly and identify the purpose of their calls.
- Maintain accurate records of customer interactions, detailing inquiries, complaints, and the actions taken to resolve them.
• Proficiency in multiple languages, with a strong emphasis on Spanish.
• New York State Licensed in Property & Casualty or Personal Lines.
• Advanced computer skills, particularly with applications related to social media and business productivity tools (e.g., MS Excel, Word, PowerPoint).
• Highly organized and detail-oriented.
• Previous experience with Salesforce or similar CRM systems is preferred.
• A college degree or progress towards one is desirable.
Company OverviewNICRIS Capital Co. Inc. is dedicated to investing in and developing businesses that cater to local communities, leveraging its expertise to facilitate aggressive growth and realignment. With a focus on building businesses from the ground up, the firm's Principal brings over three decades of experience in business management and financial services consulting. This unique combination of skills enables NICRIS Capital to explore a wide range of opportunities that serve both public and private sectors, including local enterprises.
