What are the responsibilities and job description for the Customer Service Representative II - Coweta County position at GFB?
DESCRIPTION OF ESSENTIAL DUTIES:
- Attend training schools for professional development as required.
- Review existing customers’ P&C accounts and recommend appropriate actions.
- Complete applications and paperwork required for new P&C business and changes to existing business.
- Bind P&C coverage according to insurance regulations and company guidelines.
- Schedule appointments.
- Maintain X-dating system for future new business reference.
- Complete follow-up requests to customers on insurance services.
- Provide quotations for P&C insurance coverages.
- Conduct other marketing activities as directed.
- Handle routine correspondence from the home office.
- Accept premium payments for new business and renewals.
- Prepare, process, review, and monitor applications, changes, binders, etc.
- Perform in a manner that will prevent errors and omissions.
- Present a professional appearance, demeanor, and behavior.
- Attend meetings and training as required.
- Strive to attain company goals and growth expectations.
OTHER RESPONSIBILITIES/REQUIREMENTS
- Other duties as assigned by manager.
- Computer skills and abilities are necessary.
- Development of skills and knowledge of product lines and offered services.
QUALIFICATION, EDUCATION AND EXPERIENCE REQUIREMENTS:
- High School diploma or GED required.
- Must have valid Georgia Property and Casualty insurance license.
- Must possess a valid Georgia driver’s license.
- Proven acceptable work record.
- Ability to handle confidential information; accuracy, and attention to detail.
- Ability to relate to and work with various people in a professional manner.
- Must be able to read, analyze, and interpret policies, coverages, regulations, instructions, manuals, and other documents as required.
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SUPERVISORY RESPONSIBILITIES:
- None.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
Normal office environment with occasional travel necessary to attend training and meetings.