Customer Service Representative
4 weeks ago
The Customer Service Representative at Big I South Carolina is responsible for delivering exceptional customer experiences by handling inquiries and concerns with speed and professionalism. This role involves daily interaction with customers, insurance carriers, and fellow employees, as well as conducting specific service and marketing activities.
Key Responsibilities:- Provide service to existing clients related to updating policies, providing quotes, taking payments, and answering questions.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
- Work with new clients or support a producer in understanding their needs, gathering necessary data, researching policy options, presenting options, finalizing and binding new coverage, canceling old policies, and negotiating with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Experience is great, but we are open to training new employees at an entry level.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Compensation: $36,000.00 - $45,000.00 per year
Big I South Carolina is the state's oldest and largest trade association of property and casualty insurance agents. Our members are small business owners who represent more than one insurance company and sell all types of insurance. As a result, they can offer clients a wider, trusted choice of auto, home, business, life, and health insurance products.
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