What are the responsibilities and job description for the Customer Service Representative position at NCM Insurance Agency?
DESCRIPTION
The NCM Insurance Agency Customer Service Representative (NCMI CSR) is responsible for answering customer inquiries, processing renewal payments, and providing potential customers with detailed information about the insurance agency’s products and services. This position is also responsible for reviewing customer policies from time to time and directing calls to insurance sales agents when policies need to be initiated or upgraded.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Answer incoming call center questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries.
- Assist insurance sales agents with post-policy document retention for compliance.
- Field / sift phone calls requesting ID Cards or taking renewal payments.
- Contact current customers pertaining to renewals to ensure that their policy does not lapse.
- Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies.
- Stay up to date on new marketing efforts to answer insurance product inquiries utilizing all the resources available.
EDUCATION / EXPERIENCE
QUALIFICATIONS
ESSENTIAL PHYSICAL REQUIREMENTS