Insurance CSR - Customer Service Representative

Job Description

Job Description

Benefits:

• Aflac
• PTO and Paid Holidays
• Opportunity for advancement
• Training & development

Position Description:

We are looking for a Customer Service Representative to assist our insurance team. In this role, you will be responsible for answering customer queries, dealing with complaints, policy changes, and general office admin items. You may also be required to review a customer’s policy and direct calls to sales agents when a policy needs to be initiated or upgraded. Our ideal candidate should have a friendly and professional demeanor, good communication skills, and the ability to stay calm under pressure.

Major Areas of Responsibility

• Identify the customers’ needs and provide a solution in the most efficient manner to achieve client satisfaction
• Execute policy changes
• Process policy payments
• Effectively manage large amounts of incoming tickets, calls & emails
• Provide accurate, valid and complete information by using the correct methods/tools
• Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
• Keep accurate notes of customer interactions and verify customer’s contact information
• Maintain divisions filing system.

Job Requirements:

• Strong phone and verbal communication skills along with active listening
• Customer focus and adaptability to different personality types
• Ability to multi-task, set priorities and manage time effectively
• Attention to detail, confidentiality and accuracy are key requirements
• Office Admin Tasks such as filing, answering phones, and communicating with other divisions.
• Prior experience in insurance office is preferred but not Required.

NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job. Other duties may be assigned.

WELCOME TO R.W. CALDWELL REALTY & INSURANCE

Founded in 1937, locally owned and operated R.W. Caldwell, Realtors® and Insurors, is a fourth-generation family business. R.W. Caldwell is now Pinellas County's oldest real estate company and is the City of Gulfport's oldest business.

Our teams offer our clients Real Estate services, Full-Service Property Management, and Home, Auto and Business Insurance. Our basic philosophy is to treat everyone we have the chance to serve with hard work, respect and appreciation. We try very hard to live up to our registered service mark, "The Service That Satisfies".

We are very grateful for the trust so many families have given us in the buying or selling of their homes, overseeing their insurance needs and managing their investment properties over the many decades. For this faith and reliance we are very honored. We strive daily to live up to the confidence with which we have been entrusted.

RW Caldwell provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination based on race, color, sex, religion, national origin, age, and disability.