Customer Service Representative - Oklahoma

Job Title: Customer Service Representative (CSR)

Reports To: Oklahoma County Board of Directors/Supervising Agent

FLSA Status: Non-Exempt;
Part-Time

Location: Edmond, OK

Pay Rate: $15/hour (valid property and casualty producer’s license required or obtained within first 3 months of employment)

Provide clerical work and minor administrative and business detail.

• Provide insurance quotes and accept insurance applications
• Process changes to insurance policies
• Interpret policies and explain insurance coverages & procedures
• Assist with seeking new insurance business
• Assist with the negotiation and selling of insurance products
• Produce and forward insurance verifications for vehicles and certificates of insurance for Agent
• Read and route incoming correspondence such as mail, fax, etc.
• Greet visitors and direct them to appropriate area or person
• Act as liaison & point person for Oklahoma County and in all outside relations with various entities such as insureds, and the general public
• Prepare outgoing mail and correspondence, including e‑mail and faxes
• Assist with answering phones and forward calls as necessary
• Organize and maintain file system, and file correspondence and other records
• Coordinate and arrange meetings, prepare agendas, reserve and prepare facilities, and record and transcribe minutes of meetings
• Make copies of correspondence or other printed materials
• Assist other staff in office with county duties as available

• Customer Service – manages difficult or emotional customer situations; responds promptly to customer needs
• Interpersonal Skills – focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control
• Oral Communication – speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions
• Written Communication – writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; able to read and interpret written information
• Business Acumen – understands business implications of decisions
• Diversity – shows respect and sensitivity for cultural differences; promotes a harassment‑free environment
• Ethics – works with integrity and ethically; upholds organizational values
• Organizational Support – follows policies and procedures; completes administrative tasks correctly and on time
• Judgement – displays willingness to make decisions; exhibits sound and accurate judgment
• Planning/Organizing – prioritizes and plans work activities; uses time efficiently
• Professionalism – approaches others in a tactful manner; treats others with respect and consideration regardless of their status or position
• Quality – demonstrates accuracy and thoroughness; looks for ways to improve and promote quality
• Adaptability – adapts to changes in the work environment; able to deal with frequent change, delays, or unexpected events
• Attendance/Punctuality – is consistently at work and on time; ensures work responsibilities are covered when absent

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or

Experience:

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Must have valid Property and Casualty CSR License, or obtainment of license upon employment.

Language

Skills:

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one‑on‑one and small group situations to customers, clients, and other employees of the organization.

Mathematical

Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio,…