Customer Service Representative

3 weeks ago


South Bend, Indiana, United States Patrick Lile Agency Inc. Full time

Job Summary

The Customer Service Representative at Patrick Lile Agency Inc. provides exceptional customer experiences for potential and existing customers. This role involves identifying opportunities to cross-sell and coordinating with sales specialists for follow-up. The representative assists the agency owner in attaining agency service goals.

Responsibilities

  • Provides personalized, professional customer service experiences by building trust and developing strong customer relationships.
  • Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures.
  • Drives customer satisfaction by following J.D. Power's best practices: Personal Insurance Review, rate revision notification, and claims process.
  • Processes changes to existing accounts and policies.
  • Serves as a liaison on behalf of the customer between the agency and various business partners.
  • Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
  • Schedules appointments with existing or prospective customers for agency employees.

Qualifications

  • Demonstrated customer service experience.
  • Effective communication skills.
  • Experienced with PC software applications (Microsoft Office Suites, Internet Explorer).
  • Solid knowledge and understanding of basic mathematical skills.


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