Persons Lines Customer Service Representative

• Accountable for high standards of service and responsiveness to ensure fulfillment of external and internal client needs.
• Prioritizes internal or external customer requests and ensures appropriate resolution in a timely manner
• Ensures a quality customer experience by being prompt in recognizing customers, greeting the customer, calling them by name, and conveying a friendly demeanor, in person or via the telephone
• Improves customers’ experience by ensuring that the customers are attended to promptly and their challenges are resolved efficiently
• Ensures customer resolution through collaboration with other areas as required
• Nurtures a culture of engagement through day-to-day interactions among the team
• Responsible to serve and support the personal line insurance client service needs, as assigned.
• Answers agency phone lines and greets agency customers
• Generates documents and produces correspondence to satisfy client service requests.
• Generates and faxes documents and correspondence to appropriate financial institutions and auto dealers
• Assists clients in submitting first reports of claims
• Processes changes to insurance policies as requested by customers.
• Receives information from prospective phone or walk-in individuals and existing customers wishing to receive quotes for insurance products.
• Maintains orderly electronic files and information, following agency standards.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Actively refers clients to associated Kish business units for solicitation of new business
• Commercial Lines Department
• Financial Services
• Travel
• Bank
• Solicits additional lines of personal insurance as required to ensure client’s needs are fully met.
• Reviews client info to ensure client is fully insured (e.g. auto, home, etc.) e.g. former language round out clients’ accounts
• Maintains agency supplies from insurance companies, including.
• Change forms, quote forms, payment sheets and company envelopes.
• Orders forms and sales support items from insurance companies.
• Keeps informed regarding industry information, new product information, coverage’s and technology to continuously improve knowledge and stay current.
• Attends associated webinars and CE training as assigned

Last updated : 2024-04-23