Customer Service Representative managing logistics inquiries and facilitating order - to - delivery processes in a hybrid work environment. Building relationships with customers and providing effective communication across various departments.
NI
Hybrid Personal Lines Customer Service Representative
Posted 4 months ago
About the role
- Personal Lines CSR managing inquiries and concerns related to personal lines insurance. Focus on customer relationships and service excellent through interaction and administrative duties across the agency.
Responsibilities
- Maintain solid customer relationships by handling personal lines insurance coverage inquiries and concerns
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims
- Conduct specific service and marketing activities
- Work with prospects to pre-qualify and understand their needs
- Gather necessary data, research policy options, present options, finalize and bind new coverage,
- Cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls to review existing policies
- Confer with customers to provide detailed information about products and services
- Quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation
- Actively solicit increases in coverage or rounding out accounts
Requirements
- Hold the insurance license required by the Texas personal lines or general lines license.
- Bilingual highly preferred
- Demonstrate strong customer focus and an excellent phone manner
- Display strong written and verbal communication skills
- Possess excellent math and reading skills
- Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
- Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
- Technology and Computer proficiency including agency management systems.
Benefits
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
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Experience level
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