Benefits:

401(k) matching

Bonus based on performance

Employee discounts

Paid time off

The Customer Service Representative at the Browne and Balazs Agencies is responsible for maintaining solid customer relations by handling customer inquiries and concerns with care, speed and professionalism. The position also involves developing new business within our existing clientele, along with conducting specific services, account management functions, and marketing activities.

Benefits/Perks

Competitive Pay

Professional Development

Job Stability in a growing industry

Responsibilities

Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.

Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.

Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.

Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.

Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.

Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.

Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

Hold the insurance license required by Michigan, as well as a Bachelor’s Degree or comparable work experience.

Ability and willingness to acquire a strong knowledge of insurance products and procedures, and effectively manage, maintain, and further develop assigned clients and prospects.

Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.

Demonstrate strong computer skills, with the ability to continually learn new software and applications.

Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.

Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.