About the Role
The Insurance Customer Service Representative is the agency's front-line contact with the public, responsible for representing the agency professionally and friendly. This role acts as a receptionist, accepts payments, and provides customer service and support to Licensed Producers, with potential options for insurance sales/producer roles.
Responsibilities
- Answer incoming calls promptly and professionally.
- Communicate with callers in a professional, friendly, and efficient manner.
- Take thorough messages, including caller's name, company, time, and message content.
- Communicate messages to the appropriate parties in a timely manner.
- Receive and accurately record payments (cash, check, credit card) and process with the respective carrier.
- Make change, accept payments, and issue receipts to customers.
- Refer customers with additional questions to the appropriate team member.
- Handle customer complaints with poise and integrity, referring to the appropriate manager when necessary.
- Prepare outgoing mail for postal service delivery.
- Pick up, time stamp, and distribute mail.
- Perform clerical duties such as typing and filing.
- Support and endorse agency policies and procedures.
- Follow up with customers after car sales to offer insurance quotations and gather necessary information.
- Perform other duties as assigned.
Requirements
- High School Diploma or General Educational Diploma (GED).
- Ability to sit, stand, walk, talk, hear, use hands, grasp, handle or feel, push, pull, reach, crouch, bend, kneel, climb, and perform repetitive motions.
- Ability to exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull, or otherwise move objects.
- Work is performed in an office setting.
- Occasional weekend and evening hours may be required.
- Awareness of hazards such as slips, trips, falls, ergonomic injuries, and occasional lifting.
- Adherence to safety precautions including breaks for stretching and training on safe practices.
Skills
- Strong interpersonal and communication skills.
- Ability to prioritize and organize work in a multitasked environment.
- Ability to act and perform exemplary work independently.
- Attention to detail.
- Ability to work productively in a fast-paced, stressful environment.
- Clear telephone communication skills, conveying professionalism and competence.
Location
- Office setting
Work Type
- Full-time
- Occasional weekend and evening hours
Education Level
- High School Diploma or GED
About the Company
- The dealership reserves the right to add to or revise an employee's job duties at any time at its sole discretion.
- This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.
Equal Opportunity
- All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
