Job Description

OBJECTIVE

The Customer Service Representative provides an excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

CUSTOMER SERVICE

• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships

• Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures

• Drives customer satisfaction by following the American Star best practices: Personal Insurance Review, rate revision notification and claims process

• Processes changes to existing accounts and policies

• Serves as a liaison on behalf of the customer between the agency and various business partners

• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.

AGENCY OPERATIONS

• Schedules appointments with existing or prospective customers for agency employees

• Performs daily administrative functions to assist the agency owner and office manager

• Assists with set up and execution of agency events

• Assist with cash handling and banking activities

INSURANCE SALES

• Participates in reviews of existing coverages and may advise customers regarding policy options

• Estimates and quotes policy premiums complying with underwriting guidelines

• Identifies cross-selling opportunities during customer interactions and takes appropriate action

• Contacts appropriate business partners for guidance when needed

EDUCATION/LICENSES/DESIGNATIONS

• Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. This position must have at least ONE qualifying line of authority: PROPERTY; CASUALTY; OR LIFE;

• Valid driver’s license required

ROLE REQUIREMENTS

• Must be bilingual in Spanish and English

• Demonstrated customer service experience

• Effective communication skills

• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)

• Solid knowledge and understanding of basic mathematical skills

WORKING CONDITIONS

• General office setting

Company Description

Our team is made up of individuals excited to help our clients with all their insurance needs. We sell auto, home, life, and commercial insurance. We are goal oriented and want to have fun reaching those goals.