What are the responsibilities and job description for the Customer Service Representative/Agent position at Crossroads Bank?
Serving existing customers when they make payments, changes and quoting new business for home and auto. Determining clients' particular needs at appointments; determining extent of present coverage and investments and long-term goals. Calculates and quotes rates for coverage and long-term strategy. Obtains underwriting approval by completing application for coverage. Builds client base.
- Updates job knowledge by participating in educational opportunities
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests.
- requirements Maintain a sufficient understanding of and adhere to regulatory compliance as applicable, including BSA/OFAC