Customer Service Representative - Toledo, United States - T-Mychals Darrington Agency, LLC

Description

Job Description

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

Address and resolve customer complaints or concerns in a professional and timely manner

Processes changes to existing accounts and policies

Serves as a liaison on behalf of the customer between the agency and various business partners

Post cards mailed to customers monthly (thank you, happy birthday)

Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed

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 cross-selling opportunities during customer interactions and takes appropriate action

Contacts appropriate business partners for guidance when needed

Hourly Base Salary + Commission + Bonus Opportunities

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Bonuses

Hands on Training

Schedules appointments with existing or prospective customers for the team

Daily tracking of customer interations and metrics

Perform administrative functions

Team email checked daily, complete agency requests received

Collaborate with other team members and departments to ensure customer satisfaction

Assists with set up and execution of agency events

Assist with check/money order handling and banking activities

Demonstrated customer service experience

Excellent verbal and written communication skills, plus active listening skills

Acknowledging and resolving customer complaints

Maintain a high level of company product knowledge to effectively answer customer queries

Developing and documenting knowledge into helpful content

Experienced with PC software applications (Microsoft Office Suites, Internet Explorer, Excel)

Continuously strive to improve customer service skills and knowledge through training programs

Solid knowledge and understanding of basic mathematical skills

High school diploma or equivalent work experience

Education/Licenses/Designations

Property, casualty, life licenses required

Licenses must be maintained to continue employment

Valid drivers license required