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Representante de Servicio al Cliente de Líneas Personales

Earl F. Penny Insurance Agency, Inc.

Descripción de funciones El CSR de Líneas Personales en Earl F. Penny Insurance Agency, Inc. es responsable de mantener relaciones sólidas con los clientes al manejar las consultas e inquietudes de cobertura de seguros de líneas personales con rapidez y profesionalismo a través de la interacción diaria con clientes, compañías de seguros y compañeros de trabajo mientras realiza actividades específicas de servicio y marketing. Beneficios/Ventajas Pago competitivo Desarrollo Profesional Estabilidad laboral en una industria en crecimiento Responsabilidades Responder a las llamadas y la correspondencia de los clientes con respecto a las pólizas de seguro nuevas o existentes y atender todas las reclamaciones, así como las tareas administrativas como contestar teléfonos, saludar a los visitantes y ayudar con el correo. Trabaje con los prospectos para precalificar y comprender sus necesidades, recopilar los datos necesarios, investigar las opciones de pólizas, presentar opciones, finalizar y vincular nuevas coberturas, cancelar pólizas antiguas y negociar con las aseguradoras cuando sea necesario. Programe citas y/o llamadas de clientes para revisar las pólizas existentes, revisar los límites de responsabilidad, explorar otras necesidades de cobertura, evaluar los costos de reemplazo, completar las cuentas y vincular renovaciones. Consulte con los clientes para proporcionar información detallada sobre productos y servicios, cotizar nuevos negocios, procesar renovaciones y / o cancelar cuentas, aceptar pagos y proporcionar la documentación solicitada. Solicite activamente aumentos en la cobertura o complete las cuentas en cada contacto de servicio. Resuelva los problemas del producto o servicio aclarando la preocupación del cliente, determinando la causa del problema, seleccionando y explicando la mejor solución para resolver el problema, acelerando la corrección o el ajuste, haciendo un seguimiento para garantizar la resolución. Mantener registros de las interacciones y transacciones de los clientes, registrando los detalles de las consultas, comentarios y acciones realizadas en el sistema de gestión de la agencia Calificaciones Tener la licencia de seguro requerida por su estado y tener un mínimo de dos años de experiencia en administración de cuentas de seguros de líneas personales, así como tener una licenciatura o experiencia laboral comparable. Demostrar un conocimiento sólido de los productos y usos del seguro, de los procedimientos de calificación, de los procedimientos de suscripción, de las coberturas, y de las operaciones de la industria para gestionar, mantener, y escribir eficazmente a los clientes asignados y a los prospectos. Demostrar un fuerte enfoque en el cliente y un excelente trato telefónico; Mostrar fuertes habilidades de comunicación escrita y verbal, así como poseer excelentes habilidades matemáticas y de lectura para realizar cálculos simples con precisión. Tener la capacidad y el tacto para manejar llamadas telefónicas difíciles de clientes y resolver problemas complejos sin supervisión directa. Tener un fuerte sentido de urgencia, atención al detalle, organización, multitarea y habilidades de gestión del tiempo. Competencia en tecnología e informática, incluidos los sistemas de gestión de la agencia. This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina. #J-18808-Ljbffr Earl F. Penny Insurance Agency, Inc.

Vacancy posted 2 days ago
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