What are the responsibilities and job description for the CSR/Agent - Commercial Lines position at Valley Agencies?
Job Title: Customer Service Representative
We are seeking a motivated individual to join our team at Valley Agencies. As a Customer Service Representative, you will be the primary point of contact for our clients and community members, providing exceptional service and support to help them achieve their goals.
About Us:
Valley Agencies is a 100-year-old company serving the St Croix Valley community. We believe in building strong relationships with our clients and employees, and we're committed to creating a culture of care and commitment that extends beyond just transactions.
Responsibilities:
This key customer contact position requires delivering outstanding customer service to all clients and other Valley Agencies employees. Key responsibilities include:
Requirements:
To be successful in this role, you will need:
Preferred Knowledge, Skills, and Experience:
Benefits:
Supplemental pay types:
Full-Time Schedule: Monday - Friday 8 a.m. - 4:30 p.m.
Valley Agencies is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and allowed to perform to their fullest potential. We consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. We are a Drug-Free Workplace.
We are seeking a motivated individual to join our team at Valley Agencies. As a Customer Service Representative, you will be the primary point of contact for our clients and community members, providing exceptional service and support to help them achieve their goals.
About Us:
Valley Agencies is a 100-year-old company serving the St Croix Valley community. We believe in building strong relationships with our clients and employees, and we're committed to creating a culture of care and commitment that extends beyond just transactions.
Responsibilities:
This key customer contact position requires delivering outstanding customer service to all clients and other Valley Agencies employees. Key responsibilities include:
- Screening and responding to calls, voicemails, correspondence, emails, and faxes while understanding priorities and taking appropriate action.
- Working closely with clients to understand and resolve their information, servicing, and insurance needs.
- Recommending the appropriate insurance products and services based on a client's identified insurance needs and cross-selling/referring other useful financial products and services to these clients based on additional uncovered needs.
- Processing new business, endorsements, renewals, billings, binders, certificates, and claims.
- Answering insurance company inquiries.
- Solving problems.
- Communicating accurately and professionally in a positive and friendly manner.
- Composing correspondence for oneself and others using knowledge of various issues. Designing and producing presentation materials as needed.
- Filing, preparing, and tracking client contact information.
- Coordinating the production and distribution of a variety of reports.
- Providing general administrative support, including copying, mailing, faxing, filing, and scanning.
- Ensuring proper organization, retrieval, and storage of online files.
- Responding to requests for information from producers, including locating files, marketing materials, phone numbers, and miscellaneous information.
- Providing backup to other CSRs during absences and periods of peak workload.
- Maintaining property-casualty and life-health licenses.
- Adhering to continuing education requirements.
- Keeping abreast of new products, sales techniques, and industry changes.
Requirements:
To be successful in this role, you will need:
- High School graduate or equivalent work experience.
- Licensed insurance agent, all lines, or able to become licensed within 30 days.
- Prior experience working for an Independent Insurance Agency.
- Prior experience servicing both Personal and Commercial lines of insurance.
- Strong math skills.
- Previous customer service experience.
- Dependable.
- Strong interpersonal and customer relations skills.
- Friendly, outgoing communication style. Ability to communicate clearly with customers.
- Persuasive selling style.
- Excellent verbal and written communication skills.
- Analytical and problem-solving skills.
- Strong organizational skills.
- Intermediate Microsoft Office Outlook and Word experience and strong computer skills.
- Ability to develop and maintain a cooperative and harmonious relationship with various people. Team player
- Ability to provide accurate, high-quality work. Detail-oriented.
- Ability to respond to requests effectively and efficiently.
- Ability to multi-task.
Preferred Knowledge, Skills, and Experience:
- Some college or vocational education with a business emphasis in the financial services industry is a plus.
- Property-casualty and life-health insurance license.
- Prior AMS experience is a plus.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Life insurance
- Vision insurance
- Paid time off
- Sick time off
- Paid training
- Profit sharing
Supplemental pay types:
- Bonus pay
- Commission pay
Full-Time Schedule: Monday - Friday 8 a.m. - 4:30 p.m.
Valley Agencies is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and allowed to perform to their fullest potential. We consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. We are a Drug-Free Workplace.
