What are the responsibilities and job description for the Customer Service Representative position at KEVIN DAHLKE INSURANCE BROKERAGE?
We seek a dedicated and enthusiastic Customer Service Representative to join our organization. In this role, you will be our client's first point of contact, providing exceptional service and support.
Key Responsibilities
- Respond promptly and professionally to customer inquiries via phone, email, or chat.
- Provide accurate information regarding products and services to clients.
- Analyze customer concerns and deliver tailored solutions in a fast-paced environment.
- Maintain high levels of phone etiquette while managing multiple calls.
- Document interactions with clients accurately in the system for future reference.
- Collaborate with team members to improve service delivery and client satisfaction.
- Participate in training sessions to stay updated on product knowledge and customer service techniques.
- Organize and maintain digital client files.
- Verify accuracy of quotes, proposals, binders, policies, and correspondence.
- Handle phone reception, client interactions, and document transmission to clients/insurers.
- Research insurance forms for coverage questions.
Requirements
- A valid California Property and Casualty insurance license is required.
- 3 years of experience in Property Casualty insurance agency.
- 3 years of experience in commercial lines insurance.
- Familiarity with 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.
- Proficiency in Microsoft Office, including Word, Excel, Outlook, and Adobe Acrobat.
We are looking for individuals with strong customer service skills and experience in property casualty insurance. Must have references. Experience with NowCerts agency management system and claims-made policy forms is a plus.
Benefits
- Flexible schedule.
- Paid time off.
- Work from home opportunities.
Work Arrangements
- 8-hour shift.
Qualifications
- Commercial Lines Insurance: 3 years of experience.
Licenses/Certifications
- CA Property and Casualty Insurance License.
Location
- El Cajon, CA 92021 (Required).
Job Type
- Full-time.
