What are the responsibilities and job description for the Part-Time Customer Service position at Staff My Agency?
Job description : Customer Service & Sales Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service & Sales Representatives will analyze, clarify, and resolve policy and account-related questions.
The position of the Customer Service & Sales Representative offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.
Core job duties include (but are not limited to) :
- Become licensed in Property & Casualty as well as Life, Accident and Health
- Determine customer requirements and expectations in order to help the customer identify specific products and solutions
- Block off schedule for Cross-sell / up-sell products to existing customers
- Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
- Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs.
- Client / Claims liaison
- Identify complex service issues and refer those to the Account Executive and set reasonable expectations for the customer
- Refer unresolved customer grievances or complex customer interactions to senior team member
- Implement / adhere to company and Agency guidelines
- General customer service duties, process payments, take inbound phone calls, answer basic customer inquiries-such as billing, coverage, etc.
- Follow up Thank You for new business
- Performs other duties as assigned
Core competencies
Physical environment
Required job duties are normally performed in a climate-controlled office environment.
Preferred skills and abilities
Job Types : Part-time
Pay : $18-21 / hour (DOE)
Expected hours : 20 per week
Salary : $18 - $21
