Customer Service Representative

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Job Overview:

• This person will support the sales staff/agent(s) by providing accurate quote proposals and outstanding customer service to prospects and clients.

Duties and Responsibilities:

• Customer Service to include answering phones and helping clients solve issues, process endorsements, and provide professional advice.
• Maintain thorough understanding of the insurance markets and the company’s policies. Be willing to call to get answers or solve problems on behalf of the clients.
• Provide accurate quotes and proposals to the sales staff.
• Review and process documentation as needed, including new business apps, changes to current policies, quoting for prospective business and then filing appropriately, keeping information confidential.
• Process daily downloads from insurance companies by attaching to files and making sure the info is accurate.
• Follow up on all changes or company and/or customer requests and thoroughly document for future reference.
• Cover for fellow employees during personal leave situations. (flexibility with hours worked)

Qualifications:

• Receive and maintain license in property/casualty insurance.
• Customer service skills that keep the clients happy and content and confident that we are working in their best interest.
• Positive and outgoing, not easily frazzled – sense of humor
• Ability to adapt to changes in software or office policies when needed.