Customer Service Agent (CSA) - Commercial Lines - Insurance

JOB DESCRIPTION

Customer Service Representative

FLSA STATUS
Non-Exempt

SUMMARY
Assists Agent/Producer, provides service to assigned clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Other duties may be assigned

1. Provide service to assigned clients via telephone, fax and/or E-mail on an as-needed basis.

2. Collect information needed to generate insurance quotes.
3. Enter data into appropriate computer system.
4. Prepare monthly reports.
5. Track renewal dates for assigned clients.
6. Ensure all coverages are bound.
7. Quote additional coverages as requested.
8. Assist Agent/Producer with premium collection efforts.
9. Provide additional assistance to Producer/Agent as requested.

COMPETENCIES
To perform the job successfully, an individual should demonstrate the following competencies:

1. Design – Demonstrates attention to detail.
2. Analytical - Collects and organizes data.
3. Collaboration – Works well with a team as well as independently.
4. Initiative – Works effectively with minimal to regular supervision.
5. Communication – Clearly communicates with others both orally and in writing.
6. Quality Management - Demonstrates accuracy, thoroughness and attention to detail.
7. Cost Consciousness – understands and follows cost saving measures.
8. Ethics - Treats people with respect; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
9. Planning/Organizing - Prioritizes and plans work activities; Sets goals and objectives;

Practices effective time-management skills.
10. Multitasking – Manages multiple projects simultaneously in an organized manner, handles interruptions without losing track of status of other projects.
11. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:
High School diploma (or GED) required.
No experience required.
One to four years’ office experience preferred, prior CSR experience a plus.

Language Ability:
Ability to read, analyze, and interpret information in memos, reports, E-mails, and other documents; Ability to communicate effectively orally and in writing to clients, employees and members of the business community.

Math Ability:
Basic math skills required.

Reasoning Ability:
Ability to define problems, collect data, establish facts, and draw valid conclusions required.

Certificates and Licenses:
No certifications required.
Insurance license must be obtained after hire if not currently licensed.

Supervisory Responsibilities:
This position does not supervise others.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job is performed primarily in an office setting
The noise level in the work environment is usually low to moderate

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must occasionally lift and/or move up to 25 pounds; Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus; While performing the duties of this job, the employee is regularly required to sit, stand, bend, stoop and walk; use hands to finger, handle, type on computer keyboard, or feel and talk or hear.

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Work Location: In person

Salary : $17 - $20