What are the responsibilities and job description for the Customer Service Representative position at Trucordia?
Job Summary : As a Customer Service Representative at Trucordia, you will play a vital role in providing exceptional customer service to our commercial and personal lines clients. The Customer Service Representative will be responsible for assisting with the management of and servicing of commercial insurance policies, maintaining client relationships, processing inquiries, and providing support to ensure clients' insurance needs are met efficiently. The role requires a comprehensive understanding of commercial lines insurance products, effective communication skills, and the ability to work collaboratively with producers, underwriters, and clients.Duties and Responsibilities :
- Provide prompt and courteous assistance to customers via phone, email, and other communication channels.
- Process both new business and renewals for customers.
- Sell and quote new business to both personal and commercial lines clients.
- Assist in preparing and processing commercial insurance policies, including issuing certificates of insurance, endorsements, and other policy documents.
- Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
- Process payments and submit insurance premiums accurately and in a timely manner.
- Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently.
- Maintain detailed and accurate records of customer interactions to continuously improve service quality.Qualifications :
- Excellent communication, interpersonal skills and high attention to detail.
- Experience as a Customer Service Representative.
- Strong negotiation and presentation abilities.
- Analytical and problem-solving skills to assess clients' needs and recommend appropriate coverage.
- Self-motivated, goal-oriented, and able to work independently and as part of a team.
- Technical proficiency with insurance agency management systems.Preferred Qualifications :
- Experience as a customer service representative in insurance.
- Valid Property & Casualty Insurance License.
- Technical proficiency with insurance agency management systems.Benefits :
- Commission
- Medical, Dental, Vision
- Life Insurance
- AD&D
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
