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    Client Service Representative - Tampa, United States - Lazydays

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    Description
    About Lazydays:

    Lazydays is a leading retailer of recreational vehicles, offering a diverse range of RVs and related services. As a recognized industry leader, we are committed to providing exceptional experiences for our customers, driven by a passion for adventure and the great outdoors. We operate 25 dealerships nationwide and are headquartered in Tampa, FL.

    Who You are:

    We are looking for Client Service Representative for our Lazydays RV Insurance Center. You will play a vital role in providing exceptional service to our clients. You will serve as the primary point of contact for policyholders, addressing inquiries, processing policy changes, and ensuring a positive overall experience. Your attention to detail, excellent communication skills, and desire to learn and advance will contribute to the success of our agency.

    What You'll Do:

    Client Interaction:

    • Serve as the first point of contact for clients. Provide exceptional customer service and guidance to clients on insurance policies.

    • Provide prompt, professional, and courteous service to address client needs and concerns.

    • Establish customer relationships and follow up with customers, as needed.

    Policy Management:
    • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

    • Send payment reminder communication to clients which includes calling, texting and/or emailing. Includes monitoring policies at risk of cancellation.

    • Work with the agents to meet agency sales and retention goals.

    • Ensure accuracy in policy documentation and maintain up-to-date client records.

    • Pivot to cross-selling conversations with clients who were not quoted and collect information needed for quote.

    • Generate and provide Evidence of Insurance documents to customers.

    Claims Assistance:

    • Assist clients with the claims process, guiding them through the necessary steps and documentation.

    • Coordinate communication between clients and claims adjusters to facilitate a smooth resolution.

    Renewals and Reviews:

    • Proactively reach out to clients for policy renewals, providing information on coverage options and any changes in premiums.

    • Conduct policy reviews to ensure clients have appropriate coverage based on their evolving needs.

    • Send out policy payment reminders to customers.

    Problem Resolution:

    • Investigate and resolve client issues or concerns in a timely and effective manner.

    • Collaborate with internal teams to address complex client queries.

    • Effectively communicate with customers, internal staff, and management.

    Documentation and Record Keeping:

    • Maintain accurate and organized client files and documentation.

    • Ensure compliance with regulatory requirements and company policies.

    • Follow up on outstanding application and/or documents requiring signatures.

    • Collect supporting documents from customers as requested by insurance companies.

    Insurance Product Knowledge:

    • Stay informed about insurance products, coverage options, and industry regulations.

    • Educate clients on policy details, coverage limits, and available add-ons.

    *Other responsibilities will be assigned by the /Director of Insurance or Managing Agent based on agency workflow evaluation and as deemed necessary

    What You've Done:

    • High school diploma or equivalent; additional education in insurance, business, or a related field is a plus.

    • We will help you obtain the required licenses. However, candidates with active insurance license preferred.

    • Previous experience in customer service or a similar role; experience in the insurance industry is preferred but not required.

    • Excellent communication and interpersonal skills.

    • Detail-oriented with strong organizational abilities. Efficiently manage time and tasks.

    • Define problems, collect data, establish facts, and draw conclusions.

    • Strive to meet or exceed performance targets and objectives.
    • Willingness to learn and adapt to evolving industry trends.

    • Proficient in relevant software applications and comfortable learning new systems.

    • Knowledge of insurance products, policies, and industry practices.

    • Ability to work independently and collaboratively in a team environment.

    Lazy Days RV Insurance Center is an equal opportunity employer. We encourage individuals from diverse backgrounds to apply.

    #LIMM1


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