Customer Service Agent
7 days ago
We are seeking an experienced Customer Service Agent to join our team at Lancaster & Associates Insurance.
As a Customer Service Agent, you will provide exceptional service to our clients, answering their questions and resolving their issues in a timely and professional manner. You will also be responsible for quoting and binding policies, cross-selling insurance products, and renewing contracts.
The ideal candidate will have a minimum of two years' experience in a similar role, with knowledge of Microsoft Word, Excel, Outlook, Windows, and AMS software. They will also possess excellent communication and interpersonal skills, with the ability to manage time effectively and work as part of a team.
Key Responsibilities:
- Quote new and renewal policies and explain them to clients
- Advise clients on insurance matters and bind policies
- Review applications, renewal requests, and endorsements
- Process Mortgagee requests and provide Dec Pages
- Process cancellations requests
- Prepare forms and Apps, and ensure information is entered into our system (AMS)
- Maintain files in office management system (AMS)
- Keep up-to-date with companies, worksheets, forms, bulletins, and manuals
Requirements:
- Four-year degree or equivalent experience in a related field
- Two years' experience as a CSR
- Knowledge of Microsoft Word, Excel, Outlook, Windows, and AMS software
- Excellent communication and interpersonal skills
Salary: $50,000 - $60,000 per year
Benefits: Competitive benefits package, including health insurance, retirement plan, and paid time off.
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