What are the responsibilities and job description for the Client Services Advisor position at General Insurance Services?
The CSA responds to incoming telephone calls, emails and postal mail in addition to quoting and processing applications of new / rewrite business and manages the renewal review process in an effective and timely manner - incorporating account reviews and cross selling / upselling of current clients.
Responsibilities
Ensure customer satisfaction business growth and retention.
Ensure prompt response to communication from clients, vendors or staff.
Resolve client inquires & issues by identifying and uncovering the client's needs.
Manage client billing by effectively communicating with insurance carrier.
Initiate proactive communication with customers before their renewal.
Identify opportunities for up-selling customers on lines of business not currently underwritten.
Identify opportunities for cross-selling on lines of business not currently with the agency.
Execute the processing new and rewrite business applications.
Deliver high-quality customer service.
Qualifications
Indiana Property and Casualty agent's license is required.
Associate or bachelor's degree or equivalent business experience.
2-3 years of personal lines experience
Previous customer service experience.
Empathic listening skills and careful speaking skills.
Ability to use Outlook, in-house software systems.
