Job Summary
The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up.
Assists the agency owner with attaining agency service goals.
Responsibilities
- Provides personalized, professional customer service experiences by 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 change to existing accounts and find opportunity for product cross-sales.
- 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
Qualifications
- Job contingent on active Property & Casualty license in Utah required within 30 days of employment.
- Demonstrated customer service experience
- Confident communicating with client via phone and email.
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
- Solid knowledge and understanding of basic mathematical skills·
- Experience using a wide range of digital devices such as smartphones, tablets, and laptop computers.
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.
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