Customer Service Representative - Dodgeville, United States - Adler Agency & Associates, LLC

Description

Customer Service Representative-Adler Agency & Associates, LLC

Objective
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.


Customer Service

• Provides personalized, professional customer service experiences through 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 the J

D Power's best practices:
Personal Insurance Review, rate revision notification and claims process

• Processes changes 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.

Agency
Operations

• Schedules appointments with existing or prospective customers for agency employees
• Performs daily administrative functions to assist the agency owner, office manager or sales unit manager
• Assists with set up and execution of agency events
• Assist with cash handling and banking activities

Insurance Sales

• Participates in reviews of existing coverages and may advise customers regarding policy options
• Estimates and quotes policy premiums complying with underwriting guidelines
• Identifies crossselling opportunities during customer interactions and takes appropriate action
• Contacts appropriate business partners for guidance when needed

Education/Licenses/Designations

• Licenses must be maintained once obtained.
• Valid driver's license required

Role Requirements

• Demonstrated customer service experience
• Effective communication skills

Working Conditions

• This position may require the ability to work a schedule that includes evenings, nights, and/or weekends

-
General office setting

Job Types:
Full-time, Part-time


Pay:
$ $18.00 per hour

Expected hours: 40 per week


Benefits:

• Onthejob training
• Professional development assistance

Experience level:

• No experience needed

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Work Location:
Hybrid remote in Dodgeville, WI 53533