Insurance Customer Service Representative

Insurance Customer Service Representative

The Insurance Customer Service Rep is the insurance agencies' front-line contact with the public and must represent the agency in a professional and friendly manner at all times. They will act as a receptionist, accept payments, and provide customer service and support to the Licensed Producers.

*****DUAL ROLE CUSTOMER SERVICE WITH INSURANCE SALES/PRODUCER OPTIONS*****

Essential Job Duties and Responsibilities: (Additional duties as assigned)

• Answer incoming calls promptly and professionally.
• Communicate with callers in a professional, friendly and efficient manner, striving to minimize the time they are put on hold.
• Take thorough messages, indicating caller's first and last name, company name if applicable, the time, and the message the caller wishes to leave.
• Communicate messages to the appropriate parties in a timely manner.
• Receive cash, checks, and credit card payments from customers and accurately record the amount received and process with the respective carrier.
• Make change, accept a check or credit card payment and issue receipts to customers.
• Refer customers who have additional questions to respective team member.
• Handle customer complaints with poise and integrity. Refer the customers to the appropriate manager for further communication.
• Prepare outgoing mail for postal service delivery.
• Pick up mail daily and time stamp and distribute accordingly.
• Perform clerical duties such as typing, filing, etc., as needed.
• It is your responsibility to support and endorse agency policies and procedures as set forth by our group.
• Follow up calls for recent car sales to gain the opportunity to provide a quotation for insurance needs. This would include gathering this information for which a fact finder is provided.

Required Experience and Education:

• High School Diploma or General Educational Diploma (GED)

Required Skills and Attributes:

• Strong interpersonal and communications skills
• Ability to prioritize and organize work in a multitasked environment.
• Must have the ability to act and perform exemplary work independently.
• Attention to detail.
• Ability to work productively in a fast paced, stressful environment.
• Must speak clearly on the telephone and convey an image of professionalism and competence to callers.

Equipment, Machines and Software Used:

• Computer software: Microsoft Office to include Word, Outlook, and Excel.

Physical and Mental Requirements:

• Ability to sit, stand, walk, talk, hear, use hands, grasp, handle or feel, push, pull, reach, crouch, bend, kneel, climb, and perform repetitive motions of the hands and/or wrists.

Physical Exertion:

• Exerts up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull, or otherwise move objects.
• Light exertion can involve sitting, walking and/or standing most of the time.

Environmental Conditions:

• Work is performed in an office setting.
• Occasional weekend and evening hours may be required.

Hazards and Safety Precautions:

• Hazards: Slips, trips and falls, ergonomic injuries, and occasional lifting.
• Safety Precautions: Breaks are encouraged to allow for stretching and training is provided covering slips, trips, and falls, safe lifting and stretching techniques.