Customer Service Representative

Job Description

Job Description

Description :

At United Commercial Insurance, we pride ourselves on providing exceptional service and tailored insurance solutions to meet the unique needs of our clients. As a growing insurance agency, we are seeking a dedicated and proactive Customer Service Representative to join our team and help us maintain our reputation for outstanding customer care.

Requirements : Responsibilities :

1. Manage calendar : Oversee introductory emails, handle rescheduling, and coordinate on / off rotation.

2. Lead management : Send, monitor, respond to, and document leads, ensuring efficient communication with potential clients.

3. Process CRM submissions : Handle cancellations, adjustments, new sales, and renewals, while maintaining accurate records.

4. Address pending cancellations : Initiate calls, send texts / emails, process payments over the phone, and coordinate with 3rd parties to resolve issues.

5. Generate quotes : Utilize direct markets to create accurate and competitive quotes for clients.

6. Bond administration : Submit applications

Requirements : Responsibilities :

2. Proven experience in customer service, preferably within the insurance industry.

3. Excellent communication and interpersonal skills.

4. Ability to multi-task and prioritize workload in a fast-paced environment.

5. Strong problem-solving skills and attention to detail.

Proficiency in Microsoft Office and experience with CRM systems