Customer Service Representative
5 days ago
We are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Triangle Risk Advisors Inc. as an Account Service Specialist. In this role, you will be responsible for providing exceptional service and support to our clients, ensuring their needs are met and exceeded.
Key Responsibilities- Client Service
- Provide timely and accurate processing of client transactions, including applications, quotations, and renewals.
- Respond to client inquiries and resolve issues in a professional and courteous manner.
- Maintain accurate and up-to-date client records, including policy details and transaction history.
- Account Growth
- Support the growth of our clients' accounts by identifying cross-selling and up-selling opportunities.
- Develop and implement strategies to increase client retention and satisfaction.
- Collaborate with producers to facilitate account growth and meet sales objectives.
- Administrative Tasks
- Process and manage client transactions, including billing and collections.
- Maintain accurate and up-to-date records, including policy details and transaction history.
- Participate in training and professional development to stay current with industry trends and best practices.
- Education and Experience
- High school diploma or equivalent required; college degree or relevant experience preferred.
- Property casualty license required or must obtain license within first 90 days of employment.
- Skills and Qualifications
- Excellent communication and interpersonal skills.
- Strong organizational and time management skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Proficiency in computer software and systems, including agency management systems.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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