What are the responsibilities and job description for the Customer Service Representative position at HomeServices Insurance?
To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met.
Job Duties and Responsibilities (Essential Job Functions)
1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%)
Research and answer calls from clients, underwriters and third parties.
- Advise clients regarding insurance coverage and risk management issues.
- Process policy changes and cancellations.
- Handle claims and billing inquiries.
- Foster and maintain good working relationships with insurance companies and underwriters.
2. Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%)
3. Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and / or any DOI (Dept. of Ins.) or related complaints to the department manager. (0-5%)
4. Perform any additional responsibilities as requested or assigned. (0-5%)
Performance Expectations
Qualifications
Education :
Experience :
Knowledge and Skills :
Other (licenses, certifications, schedule flexibility / OT, travel, etc.) :
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Equal Opportunity Employer Learn More
