- Teamwork – Work effectively and efficiently with sales force to assist with application processing, scheduling, and client concern resolution.
- Answer inbound calls and make outbound calls to provide prompt, accurate and courteous service to clients, producers and company personnel.
- Actively support company policy and best practices in the area of security with special emphasis on the protection of sensitive client information.
- Maintain confidentiality regarding client personal information, only accessing, using, or disclosing client information within the necessity of performing required job duties.
- Use all proprietary database, web, and telephone tools effectively, reporting faults to supervisors as soon as they occur.
- Keep up to date on industry developments and changes, taking ownership to obtain and learn all information via print and the internet.
- Maintain full awareness of product and service availability within our companies so that every opportunity to meet client needs is taken.
- Provide additional support to the supervisor including administrative/clerical tasks, special projects, coaching new hires, report analysis, and other duties as assigned.
- Special Requirements:
- Position requires a Pennsylvania Property/Casualty Insurance License.
- Must be a self starter have a strong work ethic
- Positive attitude and enthusiastic personality are essential
- Must be able to think, follow direction, and retain information
- Proficient in MS Word, Excel & Outlook.
- Effective verbal and written communication skills
- Excellent organizational skills are essential
- Ability to multi-task in a fast paced environment.
- Strong interpersonal skills.
- Ability to work independently with limited supervision when necessary.
- Can function as an effective and contributing member of a team.
- Capable of producing comprehensive documentation.
- 2+ years insurance agency or reated office experience.
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Description
Job Description
Job DescriptionWe are seeking a customer service representative with 2+ years of insurance agency experience to provide support for internal sales staff and provide service primarily to existing agency personal lines customers. This is not a sales position, but a successful candidate will be sales focused. A current Pennsylvania Property/Casualty Insurance license is required to be considered for this position .Essential Duties and Responsibilities:
Required Qualifications:
