Reference #: 11336
Job Description
OverviewUnder the supervision of the Agency Manager, the P&C Insurance Customer Service Representative is responsible for the day-to-day servicing and quoting of new and existing customer accounts for the Insurance Agency. The CSR will be involved in the review and insurance compliance for the Agency's largest client. The position is responsible for developing excellent client relations to assist with all insurance needs of our clients.The CSR will have involvement in the Agency's Captive Insurance Company and its clients.
ResponsibilitiesResponsible for agency retention: assist in retaining client's business through completing policy reviews, remarketing, and offering to shop multiple carriers when needed.
Knowledge of Agency accounting and billing is a plus
Knowledge of The Agency Manager system is a plus
Responsible for developing excellent customer relations by listening and understanding customers; anticipating and providing solutions to customer concerns/inquiries.
Service accounts by making requested policy changes, and responding to inbound/outbound calls and email requests in a timely manner.
Responsible for contributing to agency sales goals.
Responsible for various other administrative responsibilities such as but not limited to faxing, filing, and e-mailing agents and customers as well as processing insurance payments and monitoring late/cancellation notices.
Completes any other duties/projects as assigned.
QualificationsReasoning Ability: Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
Problem-Solving: Gathers and analyzes information skillfully; Identifies and resolves problems in a timely manner; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.
Interpersonal Skills: Excellent phone skills; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Planning/Organizing: Prioritizes and plans work activities; Uses time efficiently.
Team Work: Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit.
Quality/Quantity: Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Meets productivity standards; Completes work in a timely manner.
Dependability/Accountability: Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach company goals; Is consistently at work and on time.
Initiative: Has the ability to work independently without direct supervision; Volunteers readily; Undertakes self-development activities; Seeks increased responsibility; Asks for and
High school diploma and 1-2 years experience in a customer service environment and/or a combination of education and experience. Experience in an insurance environment is a plus.
P&C License is required. Other experienced processors are welcome to apply.EOE of Minorities/Females/Vets/Disability