Client Services Rep - A

Job Description We are looking for a Commercial Insurance (Property/Casualty) Client Service Agent. A CSA, will Partner with Whitaker Myers team members to assure quality service for all assigned accounts and others as necessary. A CSA will assist the producer in developing/growing existing accounts. Our clients must at all times receive prompt, accurate, and courteous service. Build sustainable relationships and trust with client accounts through open and interactive communication.
Handle client complaints, provide appropriate solutions and alternatives within the time limits; Address and resolve client questions and issues via email, phone, or in person.
Ensure resolution of client complaints and concerns.
Collect appropriate information to re-quote coverage or policies, or to re-asses client services as requested.
Process new business, endorsements, and renewal business including - -- updating and maintaining information using our agency management system and provider systems for currently assigned accounts.
Assist in preparation of new and renewal proposals by reviewing accounts and coverages with producer and making updates as necessary. Assist with rounding out accounts by offering additional coverages/policies.
Set up policy binders for delivery to client; Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards, etc.
Keep records of client interactions, process customer accounts and file documents.
Follow the organization's communication procedures, guidelines and policies.
Go the 'extra mile' to engage customers.
High school graduate or equivalent education or industry related training
Proficient in PC office products such as Word, Excel and Outlook. Is proficient in utilizing resources and software to generate reports and/or other requested information
Demonstrate strong organizational and project skills
Accept accountability for the quality of their work
Proven customer support experience or experience as a client service agent
Strong phone contact and active listening skills
Customer orientation and ability to adapt/respond to different types of characters