What are the responsibilities and job description for the Customer Service Representative (CSR) position at Professional Insurance Services?
Customer Service Representative (CSR)
We are seeking a highly motivated, detail-oriented, and customer-focused individual to join our team as a Health & Life insurance Customer Service Representative. As a CSR, you will be responsible for providing excellent customer service to clients, both over the phone and in person. You will also assist with administrative tasks and play an important role in supporting the sales team.
Key Responsibilities:
- Answer incoming phone calls or email correspondence and respond to customer inquiries in a professional and courteous manner
- Greet customers in the office and assist with their insurance needs
- Maintain accurate client records and update customer information as needed
- Process new applications, policy changes, and claims while ensuring compliance with state regulations
- Work collaboratively with the sales team to support their efforts and help grow the business
- Provide excellent customer service and resolve any issues or concerns that clients may have
- Assist with administrative tasks as needed, including filing, data entry, and document preparation
Qualifications:
- High school diploma or equivalent
- Bachelor degree or equivalent customer service work experience
- Strong verbal and written communication skills
- Excellent organizational and time management skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, Word, & Excel
- Active North Dakota Health and Life Insurance License, or willingness to obtain one within 90 days of employment
Benefits:
- Comprehensive Benefits Package including Health, Dental, Vision, Life, & Short Term Disability Insurance
- Paid Time Off
- Retirement Plan
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Benefits:
- Dental insurance
- Health insurance
- On-the-job training
- Paid time off
- Vision insurance
Shift:
- 8 hour shift
- No nights
Work Location: In person
Salary : $18 - $22
