What are the responsibilities and job description for the Insurance Customer Service Representative (Erie Insurance Agency) position at Schaeffer Insurance Inc?
Customer Service Representative
Position Summary
The primary responsibility for this role is to interact with customers to provide detailed information on products and services. Answering phone calls, handling and resolving complaints, and making proper changes to existing accounts is also a responsibility for a CSR.
Qualifications
- High school diploma or GED.
- Previous experience working as a Customer Service Representative.
- Knowledge of insurance products and policy schedules preferred.
- Willingness to obtain Property and Casualty & Life and Health licensing, as applicable.
Essential Duties & Responsibilities
- Resolve customers’ problems by ensuring all appropriate changes were made.
- Learning and understanding company insurance products.
- Answering calls and responding to customer's questions.
- Contact customers to respond to inquiries or to notify of claim investigation results and any adjustments.
- Recommending and binding coverage to new and existing clients
- Maintain records of customer interactions and transactions, recording all details (inquiries, complaints, comments, and actions taken).
- Recommending available products.
- Other duties as assigned
Competencies
· Excellent communication and interpersonal skills
· Ability to explain detailed policy concepts
· Ability to remain calm in stressful situations
· Developing and maintaining relationships
· Time management
· Basic computer skills
· Friendly and professional behavior