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CSR POSITION
The CSR performs the essential functions 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.
REQUIREMENTS FOR POSITION
*Active Property & Casualty license or immediately upon hiring
*Experience in the insurance industry or similar
* Bilingual
Bonus opportunities (not included in salary range)
Health Insurance
Dental Insurance
401k Plan/match offered after qualification period
Personal Time Off
Sick Leave
Work from Home allotment (after proven skills)
CUSTOMER SERVICE RESPONSIBILITIES AND DUTIES
* Work as an efficient team member with agency Producer to assemble, market and place coverage for new clients. Uses each contact with the client as an opportunity to review the whole account, round it and market.
* Obtains proposals and completes applications in coordination with producers; 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; verifies their accuracy using established agency checklist Retention:
* Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
* Maintains and updates files in agency management system.
* Verifies policy and change information, facilitating corrections when necessary.
* Processes incoming email and mail requests, responding promptly and appropriately.
* Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
* Determines reasons for requests for cancellations; acts to save accounts; notifies producers according to agency standards.
* Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution.
* Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed. Personal and Organizational Development:
* Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities, including prioritizing workflow based on urgency, new business vs. renewal, expiration date of policy, revenue size of account and potential to close.
* Maintains a cordial and professional relationship with clients, co-workers, carriers, vendors, and other business contacts.
* Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
* Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency and producer.
* Strong ethical values and integrity
CUSTOMER SERVICE REPRESENTATIVE
* Property & Casualty Insurance license required or immediately upon hiring.
Full Time
Insurance
$45k-58k (estimate)
01/07/2023
02/19/2023
randginsurance.com
BETHESDA, MD
<25
2017
<$5M
Insurance
The following is the career advancement route for 1. Customer Service Representative (Bilingual) positions, which can be used as a reference in future career path planning. As a 1. Customer Service Representative (Bilingual), it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary 1. Customer Service Representative (Bilingual). You can explore the career advancement for a 1. Customer Service Representative (Bilingual) below and select your interested title to get hiring information.