Customer Service Representative
3 weeks ago
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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