Customer Service Representative

Overview

• Provide insurance sales and service support to agents. Develop and maintain strong working relationships with current and prospective customers by providing consistent high quality service that is timely, thorough, and responsive to meet and exceed their expectations.

• Greet and assist customers, prospects and visitors when contacting the agency. This includes face-to-face interactions, telephone communications, written correspondence, and electronic communication. Take ownership of each situation until handled to customer’s satisfaction. Offer assistance and make every effort to take care of customer’s needs. Serve as the primary person for presenting, servicing, and renewing insurance policies.
• Demonstrate strong understanding of insurance products and communicate coverage options to customers. Utilize insurance website tools, policy provisions, and other resources to assist customer in making risk management decisions.
• Possess a strong working knowledge of personal lines quoting to determine best coverage to meet customer needs. Independently prepare and present quotes. May prepare quotes as directed by agents.
• Utilize standardized processes to service policies; including policy changes and reporting accidents and/or losses. Information should be categorized in agency's management system.
• Complete editing as assigned for processed insurance documents such as certificates of insurance, confirmation of coverage forms, etc.
• Provide overall assistance to Agency Manager and Management. Provide input and timely distribute communications to customers.
• Facilitate problem resolution to the customer’s satisfaction, which may include involving Agency Manager or Management.
• Provide oversight of delinquent insurance premiums and assist with collection, which may include working with management to determine the proper approach to resolve accounts with delinquent premiums.
• Perform other related duties as assigned.

Benefits include but not limited to vacation time, sick time, health insurance, dental insurance, vision insurance, 401K matching and additional contributions, HSA, HRA, and paid holidays.

Please apply with resume at  Please call with any questions.