What are the responsibilities and job description for the Customer Experience Advocate position at KEVIN DAHLKE INSURANCE BROKERAGE?
We are a dynamic and growing insurance brokerage firm, KEVIN DAHLKE INSURANCE BROKERAGE, seeking a talented Customer Service Representative to join our team. This role requires strong communication and problem-solving skills, as well as experience working in the insurance industry.
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 Benefits:
- Flexible schedule.
- PAID time off.
- Work from home.
