What are the responsibilities and job description for the Customer Service Representative position at Tommy McNaull - State Farm Insurance Agent?
We are a Multi-Office Agency with offices in Alpharetta, GA and Cumming, GA. The primary goal of the Customer Service position is to provide superior and friendly service to our clients and prospects by responding to their inquiries and addressing their needs.
Primary / Essential Duties:
• Assist clients with all service, claims & billing related questions
• Process new policies & policy changes, providing the information to the client
• Review household accounts
• Suggest new and/or additional coverage
• Answer phones & call clients
• Follow-up with customers when necessary
• Issue coverage confirmations when downgrading or removing coverage
• Document phone and email conversations
• Perform other duties as assigned by management
Skills and Abilities:
• Self-motivated
• Excellent communication skills
• Coachable
• Detail oriented
• Ability to multi-task
• Team player
• Basic Microsoft Office experience
• Must be able to obtain Georgia Property/Casualty Insurance License
Responsibilities:
- Market insurance and financial services with a needs-based approach
- Establish relationships with new clients
- Meet with clients to review policies
Required Licensing:
Property/Casualty
Pay range and compensation package:
Base Salary Commission/Bonuses
401k with matching
PTO
Opportunities for advancement
License Reimbursement
Extensive Training and Development