Customer Service Representative, Premier Team

Premier Customer Service Representative Role:

Work with assigned Premier Underwriter(s) to acquire and retain High Net worth Client's policies and Family Office clients.

Provide a total service for assigned clients, working with designated key contacts across all internal departments within Operations.

Coordinate total service for assigned accounts, working with designated key contacts in all departments in Operations.

Provide quote options for new and renewal business via excel spreadsheets.

Prepare quote proposals.

Manage and prioritize all account requests in order to meet demanding deadlines.

Create spreadsheets for agents to organize client information.

Identify additional service options for Premier clients.

Act as a resource to internal and external clients.

Understand business and marketing concepts as they relate to the Premier strategy.

Demonstrate flexibility with work hours based on business needs.

Assist with special training requests as needed.

Qualifications:

Skill sets required:
Superior client service, organized desk management skills, professional written and verbal communication skills, time management skills, strong analytical and problem-solving skills

Ability to maintain an exceptional phone presence even in difficult or complex situations

Ability to manage multiple priorities in a fast-paced environment with a focus on quality results

Ability to work independently while supporting the department's goals

Bring initiative, creativity and negotiation skills that positively impact business results through strategic thinking and innovative solutions

Accepts accountability

College degree preferred or relevant client service experience