Customer Service Representative

Customer Service Representative


Customer Service Representative

Details of the offer

Position: CSR: Customer Service Representative Performs the essential functions of the position, which
include supporting the service needs of clients. Marketing activity is required in this
position. Meets sales, service, and quality standards adopted by the

New Business:
Pre:qualifies and analyzes prospects' coverage needs. Recommends coverages
and prepares rating quotes and proposals to sell new accounts.

Actively solicits increases in coverage or rounding out accounts through sales to
clients at every service contract.
Recommends excess and surplus coverages, as needed to meet client insurance
Completes applications for insurance and has insured sign them. Submits to
eligible and appropriate carries, and follows up to ensure timely receipt of policies
or quotations.
Actively seeks referrals from current client base to solicit for new business
prospects; follows up to generate new business using prospect data base and
Actively refers clients to Life Benefits and Commercial Lines department for
solicitation of new business.

At each service contract, reviews current client coverages and recommends
changes in coverage and in markets, as needed to ensure high quality coverage.
Processes renewals and remarkets, as needed.
Assists clients with making coverage changes and completes all service requests
for clients.
Informs clients of policy changes, exclusions of coverage and insurance coverage
needs. Explains coverages and exclusions to clients. Uses every service contract
as opportunity to review and market appropriate coverage.
Handles direct:billed "walk:in" payments. Verifies coverage status processes, as
appropriate. Provides receipt.
Generates documents and produces correspondence to satisfy client service
requests or to provide automated information, as needed by client.
Prepares summaries of insurance, schedules and proposals, using computerized
Assists clients in submitting first reports of claims. Obtains adjusters or visits
from agency staff, facilitates prompt response from company staff and follow up
on claims status to keep insureds informed and to work toward settlement of
Maintains orderly electronic files and information, following agency standards.
Verifies accuracy and coverage adequacy of policies. Requests changes to correct
errors and follows up.
Surveys insureds' loss exposures and recommends coverage at every service
Processes incoming mail requests and responds promptly and appropriately.
Works with manager to schedule and plan visits to clients.
Verifies accuracy of all direct bill cancellation notices, and take appropriate
Implements agency credit and collection policy in regard to agency:billed
personal lines clients.
Personal and Organizational
Sets priorities and manages workflow to ensure efficient, timely, and accurate
processing of transactions and other responsibilities. Keeps informed regarding industry information, new product information,
coverages, and technology to continuously improve knowledge and stay current.
Interacts with others effectively by utilizing good communications skills,
cooperates positively and provides information and guidance, as needed, to
contribute to the business efforts of the agency.
Perform other miscellaneous duties as assigned by agency management.

Ability to communicate orally and in writing with others to explain complex
issues, receive and interpret complex information, and respond appropriately.
Ability to understand written and oral communication, and interpret abstract
Ability to carry out complex tasks with concrete and abstract variables.
Ability to add, subtract, multiply and divide whole numbers, and to accurately
perform simple calculations involving decimals and fractions.
Ability to utilize computer programs and un


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