Customer Service Representative

4 weeks ago


Houston, Texas, United States Evergreen Insurance Agency Full time
Job SummaryEvergreen Insurance Agency is seeking a highly skilled Customer Service Representative to join our team. As a key member of our service department, you will be responsible for providing exceptional customer service, processing applications, and following company guidelines to achieve Agency Retention & Growth Goals.

Key Responsibilities:
* Interact with clients and companies kindly and professionally, daily
* Service existing client Book of Business including
- Processing simple & complex Certificates of Insurance
- Processing simple & complex endorsement requests with oversight/direction
- Processing simple & complex policy Inquiries with oversight/direction
- Resolving policy Inspections for Existing & NEW Book of Business
- Resolving policy Audits for Existing & NEW Book of Business
* Policy Retention – handling/resolving issues & processing policy Cancellations
* Courtesy calls for renewals or follow-ups for new business, as directed
* Obtain detailed and thorough information/data & complete detailed applications to submit to companies
* Learn new company portals, quoting processes, closing processes
* Quote new business and renewal business with oversight/ direction
* Data input to tracking spreadsheets – real-time
* Paper-processing - folders/files/transactions, scanning
* Backup account resolution - payment reminders, payment processing, policy reinstatement

Requirements:
* Data Entry Skills, Microsoft Office Suite - Word, Excel a MUST, Thoroughness, Organization, Typing, Attention to Detail, Decision Making, Informing Others, Internal Communications, Results Driven... No license needed for consideration but P&C license a PLUS for Experienced Positions

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