Customer Service Representative

 

Summary

To help agency clients and producers with servicing of accounts and new business.​

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Primary Responsibilities

• Assist with daily office processes

• Provide general office and administrative duties to ensure continued office functionality

• Professional administer incoming and outgoing phone calls

• Work closely with clients to understand and resolve their information, servicing, and insurance needs

• Be a friendly, welcoming customer service representative for the office

• Review customer accounts upon renewal

• Process daily endorsements, claims, payments, and renewals into management system accurately

• Process mail and faxes and distribute accordingly

• Create and process reports as needed

• Assist/support all team members

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Secondary Responsibilities

• Perform miscellaneous projects and complete various tasks as directed

• Represent Steil Insurance at local functions/events

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Job Specifications

Education, Experience

• High School degree or equivalent required

• Bachelor's degree preferred, but not required

• Previous insurance experience preferred, but not required

• Ability to achieve property/casualty insurance license in the time frame given

Knowledge, Skills, and Abilities

• Coachable

• Accountable

• Strong work ethic

• A self-starter who regularly demonstrates initiative

• Consistently maintain a positive, upbeat attitude

• Excellent communication skills: phone, written, interpersonal

• Ability to multi-task and work efficiently

• Ability to prioritize tasks

• Ability to provide accurate, high quality work. Detailed to work.