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Customer Service Representative

Caldwell Insurance Agency Inc.

Customer Service Representative

By Caldwell Insurance Agency, Inc - American Family Insurance

Benefits/Perks

  • Competitive hourly pay rate plus commission and/or bonuses
  • Paid training
  • Paid Time Off

Job Summary

The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Responsibilities

  • Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
  • Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
  • Drives customer satisfaction by following J.D. Power's best practices: Personal Insurance Review, rate revision notification, and claims process
  • Processes change to existing accounts and policies
  • Serves as a liaison on behalf of the customer between the agency and various business partners
  • Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
  • Schedules appointments with existing or prospective customers for agency employees

Qualifications

  • Demonstrated customer service experience
  • Effective communication skills
  • Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
  • Solid knowledge and understanding of basic mathematical skills
Vacancy posted 2 days ago
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