Customer Service Representative
2 days ago
If you are still interested in a position with Katherine Jones State Farm, please click on the link below to apply for the most updated position available.
https://katherinejones-1.SFAgentJobs.com/j/02ev0uz
Thank you for your time,
Shirley Vega on behalf of KATHERINE JONES INSURANCE AGENCY IN
Benefits/Perks
Competitive Pay
Professional Development
Job Stability in a growing industry
Job Description We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.
Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate 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.
Qualifications
Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience as well as a Bachelor’s Degree or comparable work experience.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
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.
-
Customer Service Representative
2 weeks ago
Clearwater, FL, United States Sir Speedy Full timeBenefits: Health Insurance 50/50 Split Paid time off Training & development Bonus based on performance Benefits/Perks: Initial and ongoing training Competitive compensation Paid holidays and vacation Indoor and comfortable working environment Company Overview: A locally owned and nationally recognized Printing, Signage and Marketing Services company in...
-
Claims Customer Service Representative
3 hours ago
Clearwater, FL, United States Integrity Marketing Group Full timeClaims Customer Service Representative Insurance Administrative Solutions Clearwater, FL About Insurance Administrative Solutions Insurance Administrative Solutions, L.L.C. ("IAS"), headquartered in Clearwater, Florida, is a third-party administrator providing business process outsourcing for insurance carriers. Formed in 2002, IAS administers policies for...
-
Senior Customer Service Representative
1 day ago
Clearwater Beach, FL, United States cen.ai Full timeSenior Customer Service Representative The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services. Essential duties and responsibilities include: Opening all consumer...
-
Senior Customer Service Representative
2 days ago
Clearwater Beach, FL, United States cen.ai Full timeSenior Customer Service Representative The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services. Essential duties and responsibilities include: Opening all consumer...
-
Senior Customer Service Representative
2 days ago
Clearwater Beach, FL, United States cen.ai Full timeSenior Customer Service Representative The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services. Essential duties and responsibilities include: Opening all consumer...
-
Senior Customer Service Representative
2 days ago
Clearwater Beach, FL, United States cen.ai Full timeSenior Customer Service Representative The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services. Essential duties and responsibilities include: Opening all consumer...
-
Senior Customer Service Representative
2 days ago
Clearwater Beach, FL, United States cen.ai Full timeSenior Customer Service Representative The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services. Essential duties and responsibilities include: Opening all consumer...
-
Senior Customer Service Representative
2 days ago
Clearwater Beach, FL, United States cen.ai Full timeSenior Customer Service Representative The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services. Essential duties and responsibilities include: Opening all consumer...
-
Senior Customer Service Representative
2 days ago
Clearwater Beach, FL, United States cen.ai Full timeSenior Customer Service Representative The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services. Essential duties and responsibilities include: Opening all consumer...
-
Senior Customer Service Representative
3 hours ago
Clearwater Beach, FL, United States cen.ai Full timeSenior Customer Service Representative The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services. Essential duties and responsibilities include: Opening all consumer...
