Job Description

As a Customer Service Representative at Dukes-Moore Insurance Agency, you will play a vital role in providing exceptional customer service to our clients. The Customer Service Representative will be responsible for assisting with the servicing of insurance policies, maintaining client relationships, processing inquiries, and providing support to ensure clients' insurance needs are met efficiently. The role requires effective communication skills, and the ability to work collaboratively with account managers, and clients.

Duties and Responsibilities:

• Greet in office customers.
• Processing daily mail.
• Provide prompt and courteous assistance to customers via phone, email, and other communication channels.
• Assist in preparing and processing insurance policies, insurance, endorsements, and other policy documents.
• Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
• Process payments and submit insurance premiums accurately and in a timely manner.
• Maintain detailed and accurate records of customer interactions to continuously improve service quality.
• Small housekeeping items.

Qualifications

• Excellent communication, interpersonal skills and high attention to detail.
• Self-motivated, goal-oriented, and able to work independently and as part of a team.
• Technical proficiency with Microsoft suites platforms including Excel.
• Must obtain P&C Insurance License within 1 year

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.