48 Customer Service Representative Jobs in Annapolis, MD
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Customer Service Representative
$49k-64k (estimate)
Full Time
2 Days Ago
Yates Insurance & Bonding is Hiring a Customer Service Representative Near Annapolis, MD
Job Description
Job Description
The Customer Service Representative at local independent insurance agency is responsible for maintaining solid commercial and/or personal lines 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 and marketing activities.
Benefits/Perks
Benefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- Retirement saving package
- Health Insurance
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- 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.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- 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.
- Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience as well as a Bachelors Degree or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Job Summary
JOB TYPE
Full Time
SALARY
$49k-64k (estimate)
POST DATE
05/01/2024
EXPIRATION DATE
05/16/2024
Show more
The following is the career advancement route for Customer Service Representative positions, which can be used as a reference in future career path planning. As a Customer Service Representative, 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 Customer Service Representative. You can explore the career advancement for a Customer Service Representative below and select your interested title to get hiring information.
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