Customer Service Representative
3 days ago
The Rosalba Valerio Agency LLC - American Family Insurance seeks a highly skilled Customer Service Representative to provide exceptional customer experiences for potential and existing customers. As a key member of our team, you will identify opportunities to cross-sell and collaborate with sales specialists for follow-up.
Key Responsibilities:
- Provide personalized, professional customer service experiences through building trust and developing strong customer relationships.
- Respond to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures.
- Drive customer satisfaction by following J.D. Power's best practices: Personal Insurance Review, rate revision notification and claims process.
- Process changes to existing accounts and policies.
- Serve as a liaison on behalf of the customer between the agency and various business partners.
- Assist customers with claims by directing them to the appropriate Claims Department contacts and resources. Follow up to ensure customer needs are addressed.
Agency Operations:
- Schedule appointments with existing or prospective customers for agency employees.
- Perform daily administrative functions to assist the agency owner, office manager or sales unit manager.
- Assist with set up and execution of agency events.
- Assist with cash handling and banking activities.
Insurance Sales:
- Participate in reviews of existing coverages and may advise customers regarding policy options.
- Estimate and quote policy premiums complying with underwriting guidelines.
- Identify cross-selling opportunities during customer interactions and take appropriate action.
- Contact appropriate business partners for guidance when needed.
Education/Licenses/Designations:
- Property, casualty licenses (life and/or health to be determined by the agent). Licenses must be maintained to continue employment.
- Valid driver's license required.
Role Requirements:
- 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.
Working Conditions:
- This position may require the ability to work a schedule that includes evenings, nights, and/or weekends.
- General office setting.
Compensation: $50,000 - $60,000 per year, depending on experience and qualifications.
Benefits: Competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
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