What are the responsibilities and job description for the Insurance Agency Client Service Representative position at Parker Insurance & Financial Services?
Job Summary
We are seeking a dedicated and enthusiastic Client Service Representative to join our dynamic team. In this role, you will be the first point of contact for our clients, providing exceptional service and support. You will utilize your strong communication skills to address inquiries, resolve issues, and ensure customer satisfaction. The ideal candidate will have experience in a professional work environment and be familiar with tools such as a CRM and Excel for effective account management.
Responsibilities
- Answer questions: Provide information about insurance plans, products, and services
- Resolve issues: Help clients with billing, complaints, and other service problems
- Manage policies: Review policies, make policy recommendations, and change policies
- Document requests: Record client requests and complaints
- Follow up: Ensure that issues have been resolved
- Educate clients: Provide information about products and services
- Collaborate with others: Work with Agency Principal and other team members to resolve issues
- Communicate changes: Inform clients of changes to their policy
Experience
- Proven experience in a client service role, preferably within a professional environment.
- Strong communication skills with the ability to convey information clearly and effectively.
- Familiarity with Salesforce or similar CRM systems is highly desirable.
- Experience in account management or sales is a plus.
- Ability to analyze data and market trends to inform decision-making processes.
- Excellent problem-solving skills with a focus on delivering results.
Join us in providing top-notch service that enhances our clients' experiences while contributing to our company's success!
Job Type: Full-time
Pay: $17.00 - $22.00 per hour
Expected hours: 43 per week
Benefits:
- Paid time off
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
Ability to Commute:
- Whitinsville, MA 01588 (Required)
Ability to Relocate:
- Whitinsville, MA 01588: Relocate before starting work (Preferred)
Work Location: In person
Salary : $17 - $22