Customer Service Representative

Position Summary

Providing clients simple, safe and convenient information about insurance in order to help them protect what is important to them-- including family, home, car and more. The Customer Service Representative will perform closing of prospective sales leads. The position will be responsible for adherence to all policies and procedures set forth by the agency. The Customer Service Representative will review current and prospective client’s insurance information, perform and analysis of needs, and make adjustments to accommodate each client.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Prepare all policies for sales procedures in coordination with both internal and external clients.

• Maintain, secure and sign all documents as necessary.

• Coordinate with customers to manage any/all important policy dates to support health of customer

account

• Design effective relationships with all customers and ensure compliance to all production

requirements.

• Prepare and update all records on regular basis (i.e., sales log, agency management system, etc.)

• Interview prospective clients to obtain data about their financial resources and needs, the physical

condition of the person or property to be insured, and to discuss any existing coverage.

• Generate and promote sales leads.

• Meeting or exceeding monthly item/premium count as defined in each individual’s compensation

plan

• Prepare and manage correspondence with all existing and prospective clients.

• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans

• Customize insurance programs to suit individual customers, often covering a variety of risks

• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest

additions or changes

• Communicate effectively with customers and colleagues to best serve our existing and prospective

communities.

• Knowledge of principles and processes for providing customer and personal services. This includes

customer needs assessment, meeting quality standards for services, and evaluation of customer

satisfaction

POSITION QUALIFICATIONS

• Ability to communicate effectively through active listening as well as oral and written forms of

communication.

• Ability to take care of the clients’ needs while following company procedures

• Strong organizational, time management and prioritizing skills to ensure that productivity levels and

deadlines are met

• Detail oriented and works with high degree of accuracy.

• The ability to work with minimum supervision.

• Knowledge of MS Office (Word, Excel, Outlook, Access)

• Punctual attendance

• Professional appearance

EDUCATION AND EXPERIENCE

• High School Diploma or GED

PHYSICAL DEMANDS

• Must be able to sit and stand for long periods of time without problems

• Must be able to have repetitive arm, wrist, hand and/or finger movement to type and work on

computer.

• Occasionally required to walk and stoop, kneel, crouch, or crawl.

• Ability to use close vision and able to focus including but not limited to reading/proofing various

material and looking at a computer screen.

WORK ENVIRONMENT

Mostly indoors in controlled environment

Ability to work in a noisy environment.