Customer Service Representative
Job Description
Job Description
Benefits / Perks
- Competitive Pay
- Job Stability in a growing industry
Job Description
We are seeking a 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 and friendly.
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.
- 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.
- Set appointments and / or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs.
- 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 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
- Have Bilingual speaking skills in (Spanish / English).
- Demonstrate strong customer focus and excellent phone manners; display strong written and verbal communication skills.
- Attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve problems without direct supervision.
- Have excellent time management.
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