Customer Service Representative

Job Summary of the Customer Service Representative:

The Customer Service Representative is responsible for providing support to the sales and service team in delivering professional and timely customer service to clients. This position requires a lot of attention to detail.

• Complete tasks to service customers, such as renewal processing, processing of monthly reports, and certificate issuance.
• Gather information for new business and renewal applications.
• Prepare applications for submission to selected markets.
• Process and follow up on insurance coverage change endorsements.
• Initiate and monitor renewal processes.
• Document all relevant contacts and developments to customer accounts on the Agency Management System.
• Proactively communicate with customers as needed and establish follow-up procedures for outstanding items.
• Perform any other duty relevant to agency functions as needed.

• 2+ years of Customer Service experience.
• Must have strong organizational skills.
• Must be a motivated professional who is able and willing to provide excellent customer service.
• Must have a strong attention to detail.
• Must have computer skills, including Windows, Outlook, Word, and Excel.