Job description

Objective

The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Customer Service

· Provides personalized, professional customer service experiences through building trust and developing strong customer relationships

· Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures

· Drives customer satisfaction by following the J.D. Power’s best practices: Personal Insurance Review, rate revision notification and claims process

· Processes changes to existing accounts and policies

· Serves as a liaison on behalf of the customer between the agency and various business partners

· Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.

Agency Operations

· Schedules appointments with existing or prospective customers for agency employees

· Performs daily administrative functions to assist the agency owner, office manager or sales unit manager

· Assists with set up and execution of agency events

· Assist with cash handling and banking activities

Insurance Sales

· Participates in reviews of existing coverages and may advise customers regarding policy options

· Estimates and quotes policy premiums complying with underwriting guidelines

· Identifies cross-selling opportunities during customer interactions and takes appropriate action

· Contacts appropriate business partners for guidance when needed

Role Requirements

· Demonstrated customer service experience

· Effective communication skills

· Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)

· Solid knowledge and understanding of basic mathematical skills

Job Type: Full-time

Pay: $15.00 - $18.00 per hour

Benefits:

• Flexible schedule

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• Office

Ability to commute/relocate:

• Avon, IN 46123: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Avon, IN 46123

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