What are the responsibilities and job description for the Commercial Lines Insurance Agent position at KEVIN DAHLKE INSURANCE BROKERAGE?
At KEVIN DAHLKE INSURANCE BROKERAGE, we are looking for a skilled Customer Service Representative to join our team. This role involves being the primary point of contact for clients, providing excellent service and support.
Key Responsibilities:
- Respond to customer inquiries in a timely and professional manner.
- Provide accurate information regarding products and services to clients.
- Analyze customer concerns and provide practical solutions to enhance their experience.
- Maintain a high level of phone etiquette while managing multiple calls.
- Document interactions with clients accurately in the system for future reference.
Requirements:
- Valid CA Property and Casualty insurance license.
- 3 years in Property Casualty insurance agency.
- 3 years in commercial lines insurance.
- Knowledge of Acord insurance forms for commercial lines.
- Experience with admitted and non-admitted carrier procedures.
- Strong verbal and written communication skills.
- Excellent organizational and documentation abilities.
- Proficient in MS Word, Excel, Outlook, Adobe Acrobat, and Skype/MS Teams.
About Our Team:
We value teamwork and collaboration, and we believe that every member of our team plays a critical role in delivering exceptional service to our clients.
