Customer Service Representative

The Customer Service Representative is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service activities.

• Provide service to existing clients related to updating policies, taking payments, answering questions, providing documentation.
• Answer customer calls and correspondence regarding existing insurance policies and service all claims.
• Work with producers setting up new coverage, cancel old policies necessary.
• Process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
• Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency.

• Competitive Pay
• Professional Development
• Job Stability in a growing industry