About this role
Job Summary of the Customer Service Representative: The Customer Service Representative is responsible for providing support to the sales and service team in delivering professional and timely customer service to clients. This position requires a lot of attention to detail.
Job Duties & Responsibilities of the Customer Service Representative:
- Complete tasks to service customers, such as renewal processing, processing of monthly reports, and certificate issuance.
- Gather information for new business and renewal applications.
- Prepare applications for submission to selected markets.
- Process and follow up on insurance coverage change endorsements.
- Initiate and monitor renewal processes.
- Document all relevant contacts and developments to customer accounts on the Agency Management System.
- Proactively communicate with customers as needed and establish follow-up procedures for outstanding items.
- Perform any other duty relevant to agency functions as needed.
Education & Experience Requirements of Customer Service Representative:
- 2+ years of Customer Service experience.
- Must have strong organizational skills.
- Must be a motivated professional who is able and willing to provide excellent customer service.
- Must have a strong attention to detail.
- Must have computer skills, including Windows, Outlook, Word, and Excel.