Customer Service and Sales Professional
4 days ago
We are seeking a skilled Licensed Customer Service Representative to join our team at Lancaster & Associates Insurance.
Responsibilities and DutiesThe successful candidate will be responsible for handling policy administration tasks, providing exceptional customer service, and engaging in sales activities to grow our customer base.
Primary Responsibilities:
- Quote new and renewal policies, explaining them to customers.
- 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 applications, ensuring accurate information entry into our system.
To excel in this role, you must have at least two years of experience as a CSR, proficiency in Microsoft Office and AMS software, excellent communication skills, and the ability to manage time effectively.
Desired Skills: Time management, teamwork, and problem-solving skills.
Estimated Salary: $55,000 - $75,000 per year, depending on experience and location.
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