Insurance Customer Service Representative - Weston Mock Agency

Personal Lines Customer Service Representative

The Weston Mock Agency is located on 163rd and Maple St in Omaha NE. We are an independent insurance agency. We primarily provide Car / Home insurance and sometimes Business / Life insurance.

Job Description

The Personal Lines CSR at Weston Mock Agency is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Responsibilities

• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
• Handle billing issues / questions / customer changes.
• Work with prospects to pre-qualify and 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 to review existing policies, revise liability limits, 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, following up to ensure resolution.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

Qualifications

Benefits / Perks

Compensation : $14.00 - $18.00 per hour