Customer Service Representative

Role Overview

• Provide a range of customer service and support to agents and carriers over the phone, through email or chat to service new existing accounts in a high call volume environment
• Answer incoming phone calls with a positive and service-oriented attitude
• Deliver a high level of customer satisfaction with the goal of creating an exceptional experience
• Maintain a continual working knowledge of our client’s products, services, and promotions
• Delivers service utilizing prescribed standards to supply accurate information to callers and resolve their issues
• Research, resolve and communicates information back to the customer in a clear and educated manner
• Follow standard procedures for proper escalation of unresolved issues to the appropriate internal teams
• Complete a variety of forms and documents based on guidelines
• Document all customer information, communications, and sales in CRM system
• Review and process applications, binders and other documents required for policy issuance
• Process policy endorsements, additional insureds, inspection changes and other requested policy changes
• Organize policy files for proper documentation management
• Work collaboratively with other team members and across departments to ensure accurate and timely completion of tasks
• Other responsibilities as assigned

Requirements

• High school graduate or equivalent education
• 1+ years of customer service experience
• Excellent written and verbal communication skills
• Strong organizational and desk management skills
• Ability to be a team player collaborating with customers and others within the organization
• Detail oriented to complete tasks accurately
• Strong work ethic and time management skills
• Working knowledge of Microsoft Office, web-based programs, and comfortable learning new software

Benefits

• Competitive Medical, Dental, Vision, Disability, and Life insurance
• 401k with Company Match
• Generous Paid Vacation
• Paid Holidays
• Hybrid work option available