POSITION SUMMARY:
The Customer Service Representative (“CSR”) is part of the first response team for inbound customer phone calls. The team is responsible for delivering service in a courteous, professional, and efficient manner. Interact with customers and insurance agents to discuss Errors and Omissions insurance. Perform administrative tasks and maintain client documentation. The ideal CSR is friendly, upbeat, professional, and dependable.
REQUIREMENTS:
* Some call center experience desired.
* Customer service experience desired.
* Excellent typing skills to type complete, accurate and thorough notes in customer files.
* Communicate and write clearly and in a professional manner (telephone, email, online chat and in person).
* Must become a licensed Property & Casualty Insurance Agent within 90 days of hire.
* Exceptional listening skills with the ability to handle difficult and detailed inbound/outbound calls.
* Excellent computer skills including Microsoft Excel, Word, Outlook.
* Ability to multi-task between various software programs.
* Problem solving and problem resolutions skills.
* Must be able to work quickly and efficiently.
* Excellent organization skills with the ability to work as a team and independently.
* High School diploma/GED.
RESPONSIBILITIES INCLUDE:
* Support incoming calls, emails, and online chats from customers.
* Handle basic coverage questions, assist with enrollment, premium inquiries, and cancellation requests.
* Respond to questions and requests from clients/customers/agents quickly and accurately.
* Record details of all customer interactions including requests, inquiries, comments, complaints and then record details of actions taken.
* Retrieving and responding to voicemail and emails.
* Occasional outbound call campaigns.
REQUIRED EXPERIENCE/PREREQUISITES:
* 1-3 years’ experience in like field
* Veterinary experience preferred
* High school diploma
* Producers and/or adjusters license
BENEFITS: Our Company offers full time employees a benefit package that include 401k plan, employee stock purchase plan, medical, dental, vision and other voluntary products. Our Company pays for insurance licensing and related continuing education credits for employees.
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