Agency Sales and Service Specialist
19 hours ago
The Customer Sales and Service Representative provides an excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and prospect new sales. Assists the agency owner with attaining agency service and sales goals.
Customer Service
- Provides personalized, professional customer service experiences through building trust and developing strong customer relationships
- Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
- 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
- Performs daily administrative functions to assist the agency owner, office manager or sales unit manager
- Assists with set up and execution of agency events
- Participates in reviews of existing coverages and may advise customers regarding policy options
- Estimates and quotes policy premiums complying with underwriting guidelines
- Identifies cross-selling opportunities during customer interactions and takes appropriate action
- Contacts appropriate business partners for guidance when needed
Education/Licenses/Designations
- Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. This position must have at least one qualifying line of authority: Property; Casualty; or Life ;
- Valid driver’s license required
Role Requirements
- Demonstrated customer service experience
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
Job Type: Full-time
Experience:
- Customer Service: 1 year
- Insurance: 1 year not required but preferred.
License:
- Property and Casualty License
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