Job Summary

Customer Service Representatives are proven leaders who manage the business results of a specific business unit within the Agency and are responsible for replacing the daily functions of an agent.

Responsibilities and Duties

• Determine customer requirements and expectations in order to help the customer identify specific products and solutions
• Solicit, sell, and negotiate new business policies
• Review renewal business and conduct appropriate follow up based on degree of change
• Cross-sell/up-sell products to existing customers
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
• Conduct annual reviews with customers
• Perform risk analysis and underwriting
• Monitor claims activity for profitability purposes
• Determine new business marketing focus based on research and analysis of competitive areas in local market
• Manage and train new Agency Producers (APs), including reviewing all new business paperwork submitted by APs
• Manage daily activities of other team members, including prioritizing items for Customer Service and Sales Representatives
• Diffuse difficult and complex customer interactions
• Monitor sales results for business unit and implement corrective action if goals are not met

Qualifications and Skills

Property and Casualty Licensed

Job Type: Full-time

Pay: $36,000.00 - $70,000.00 per year

Benefits:

• Paid time off

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Education:

• High school or equivalent (Preferred)

Experience:

• Customer Service: 1 year (Required)

Language:

• Spanish (Preferred)

License/Certification:

• Life Insurance License (Preferred)
• Property & Casualty License (Required)
• Personal Lines Insurance Licensed (Preferred)

Work Location: In person