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We are looking for a Customer Service Representative at each of our Mooresville, Shelby, and Mount Holly offices .
Job Scope: The CSR/Assistant performs duties under the direction and supervision of the Personal Lines Manager and Agents, operating from established directions and instructions. Decisions are made within general company policy constraints and insurance laws, but occasionally require independent decision making. Mistakes or errors may result in loss of business, poor customer relations and/or and Errors & Omissions claim, all of which can have negative financial implications for the organization.
Position Purpose: The CSR/Assistant is completely responsible for the service, including computer input and update of personal lines accounts and to provide prompt, accurate, and courteous service to customers and carrier personnel regarding their assigned account. They are also responsible for assisting Agents in meeting departmental production, retention, and contingency goals set by the Personal Lines Manager.
Performance Measurements: Performance is measured by achievement of personal and departmental goals for production, retention, and contingency as set by management, as well as overall attitude, compliance to agency policies and procedures, and interpersonal relationships with customers, coworkers, and carrier personnel.
Essential Functions/Major Responsibilities:
Secondary Functions:
· Ensure work area is clean, secure, and well maintained.
· Perform special assignments at Manager’s request.
· Attend all training programs and meetings required by the Agency.
· Stay informed of trends and changes in the insurance field.
· Adhere to Agency attendance policy, conduct code and dress code.
Qualifications:
Licensing: Must have a current North Carolina Property & Casualty Insurance License.
Education/Certification: P&C Insurance License or Customer Service Rep License
Required Knowledge: Thorough knowledge of the North Carolina State Insurance Laws and P&C coverage definitions. Thorough knowledge of agency management system and carrier systems. Thorough knowledge of company’s underwriting requirements and procedures. Broad based knowledge of Insurance Agency practices and procedures.
Experience: At least two (2) years Tech. Assistant experience desired, but not required.
Skills/Abilities: Strong oral/written communication skills, Training/development skills required. Able to prioritize, organize, coordinate and direct workflow. Able to use all related hardware and software.
Full Time
$57k-73k (estimate)
04/28/2024
05/15/2024
leavitt.com
BEAVERTON, OR
1,000 - 3,000
1952
Private
RICHARD M ZAROSINSKI
$200M - $500M
Insurance
Leavitt Group is a brokerage agency that provides claim management, underwriting and employees benefit solutions for individuals and businesses.
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.