CSR - Customer Service Representative

A. SUMMARY

Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of Producer activities.

B. POSITION FUNCTIONS

1. Responsible for answering phones and greeting customers.

2. Handles agency claims including simple commercial lines claims filings to the companies.

3. Processing customer payments in person and on the phone.

4. Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.

5. Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.

6. Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.

7. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.

8. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.

9. Documents all material conversations with insureds and/or carriers regarding exposures and coverages.

10. Performs other functions as assigned by management.

C. KNOWLEDGE, SKILLS AND ABILITIES

Must be an assertive self-starter with the ability to influence others. Should have demonstrated effective presentation skills through both verbal and written communications. Must be willing to travel as required.

D. OTHER REQUIREMENTS

Must have or acquire all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel. Existing insurance licenses and experience preferred and will be given preference.

E. WORKING CONDITIONS

Fast-paced multi-tasking environment. Ability to be a part of a professional team is vital.

Benefit Conditions:

• Only full-time employees eligible

Communication method(s) used:

• Email
• Phone
• Chat
• In person

This Job Is:

• A job for which military experienced candidates are encouraged to apply
• Open to applicants who do not have a college diploma

Work Remotely

• No

Job Type: Full-time

Pay: $13.00 - $18.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• On-the-job training
• Paid time off

Experience level:

• 2 years

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• In-person
• Office

Education:

• High school or equivalent (Required)

Experience:

• customer service: 1 year (Required)

Work Location: In person

Salary : $13 - $18