Licensed Insurance Customer Service Representative - Chicago, United States - American Family Insurance - Michael Plageman Agency

Description

Customer Service Representative - PLAGEMAN AGENCY TEAM

Role Title:
Customer Service Representative


Reports to:
Agency Owner


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

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

• Property, casualty, life licenses required. Licenses must be maintained to continue employment.

Role Requirements

• Demonstrated customer service experience
• Effective communication skills
• Solid knowledge and understanding of basic mathematical skills

Working Conditions

• General office setting with rotation between offices

Page
1 of 1*Pay: $ $25.00 per hour


Expected hours:
No less than 40 per week


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Inperson
• Office

Experience:

• Insurance: 1 year (required)

License/Certification:

• Life Insurance License (preferred)
• Property & Casualty License (required)

Work Location:
In person