What are the responsibilities and job description for the Customer Service position at Joshua Peck & Associates?
Benefits:
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Vision insurance
Job Summary
The Customer Service provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
The Customer Service provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Responsibilities
- Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
- Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
- Processes change to existing accounts and policies
- Serves as a liaison on behalf of the customer between the agency and various business partners
- Schedules appointments with existing or prospective customers for agency employees
Qualifications
- Active insurance license required.
- Demonstrated customer service experience.
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
- Solid knowledge and understanding of basic mathematical skills·
- Ability to multi-task customers and daily tasks to meet goals set by agency.
Salary : $38,000 - $42,000
