04/26/2020
The Insurance Custom Service Representative performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency
RESPONSIBILITIES:
- Manage large amounts of incoming calls
- Generate sales leads that meet personal/customer service team sales targets
- Assists clients with making coverage; use each contact with the client as an
opportunity to review the whole account, round it and market
- Build sustainable relationships and trust with customer accounts through open and
interactive communication
- Prepares proposals and completes application; submits applications to eligible and
appropriate carriers; obtains client signatures on all applications; follows up to ensure
timely receipt of quotations and policies.
- Attends to clients needs by producing binders, certificates, policies, endorsements,
and other related items
- Handle customer complaints, provide appropriate solutions and alternatives within
the time limits; follow up to ensure resolution
- Keep records of customer interactions, process customer accounts, and file
documents
REQUIREMENTS:
- Proven customer support experience or experience as a client service representative
- Strong phone contact handling skills and active listening
- Customer orientation and ability to adapt/respond to different types of characters
- Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
- High school degree
At times high-pressure, fast-paced environments with significant disruptions. A large number of multiple steps performed with accuracy and speed are essential to the
successful completion of tasks by timeline requests set by the client.
**This job description is intended to describe the level of work required by the person performing the work of the positions and physical requirements normal to the position. Principal duties outlined are the essential responsibilities and duties and other duties may be assigned as needs arise or as required to support principal duties.