The Customer Service Representative at The Obenauf Agency is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service activities.

We are a family-oriented agency with a high focus on delivering the best service to our clients.

Benefits / Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service claims.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills.
• Have excellent time management skills with a personal accountability mindset.

Last updated : 2024-03-26