What are the responsibilities and job description for the Client Success Representative (CSR) position at HirefinderRPO?
Join Our Team as a Client Success Representative (CSR)! ✨💼
About Us:
At our Independent Property & Casualty Insurance Agency, we don’t just write home and auto policies—we help clients protect their most prized possessions! 🏆 Known for our integrity, innovation, and commitment to solving complex risks, we’ve earned our spot as one of the largest and most respected Specialty Insurance Agencies in the U.S. Join our team and be part of an agency that’s anything but ordinary! 🚀
Why You'll Love This Role:
We’re a fast-paced, high-volume insurance agency looking for a detail-driven, analytical individual to step into the role of Client Success Representative (CSR). You’ll thrive in an environment that values precision, teamwork, and client success. If you love keeping operations running seamlessly, solving challenges, and delivering stellar service, this is the role for you! 📈
Your Key Responsibilities:
- Manage a high volume of daily phone calls with efficiency and professionalism. 📞
- Process updates and changes to active policies with precision. ✏️
- Deliver exceptional, 5-star customer service that exceeds client expectations. ⭐
- Keep our systems running smoothly by accurately entering client data into quoting systems. 💻
- Complete insurance applications, gather documentation, and secure underwriting approvals. 📑
What We’re Looking For:
- Experience: 3 years in Customer Service within the Insurance Industry, ideally in an independent agency. 💼
- Licensing: Property & Casualty license required. 🛡️
- Attention to Detail: Meticulous and able to review policies with an eye for accuracy and compliance. 🔎
- Analytical Skills: Capable of assessing insurance data, spotting potential risks, and crafting solutions. 📊
- Customer-Centric: Skilled at addressing concerns, answering questions, and providing effective solutions with a smile. 🤗
- Process-Oriented: Adapts well to established workflows while contributing to improvements. 🚦
- Communication: Excellent verbal and written communication skills. 📝
- Tech-Savvy: Proficient in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat. Bonus points if you’re familiar with web-based software! 💻
What’s in It for You?
- Be part of a dynamic team that values your contributions and supports your professional growth. 🌟
- A long-term career opportunity where your analytical and problem-solving skills will shine. ✨
- Play a crucial role in the smooth operation of one of the leading specialty insurance agencies in the country. 🚀
Ready to make an impact in an exciting, detail-oriented role? Join us and help protect what matters most to our clients while building an exceptional career! Apply now and let’s create success together! 🎉
