Customer Service Representative I
Job Description
Job Description
Primary Responsibilities:
- Reviews Policies for accuracy and completeness
- Follows up with clients and insurance companies regarding insurance policy outstanding items (e.g. outstanding A/R, copies of policies, endorsements, etc.)
- Issues Certificates and Auto ID Cards
- Makes general changes to client information within agency management system
- Add/Delete: Vehicles, Drivers, Equipment, Locations, etc.
- Inputs client policy transactions in accordance with company guidelines
- Documents all activity related to a customer/policy in agency management system
- Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
- Provides prompt, accurate, and courteous service to customers, producers, client executives and company personnel
- Improves insurance skills and knowledge by seeking out educational opportunities
Desired Skills:
- Possesses strong computer knowledge and skills including experience with Microsoft Office programs
- Possesses excellent organizational skills, is detail oriented, problem solver, and self-starter
- Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
- Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
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