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The purpose of the customer success representative (CSR) is to provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is the customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities.
Job Responsibility:
Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters
Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities
Provide an exceptional customer experience
Document renewal, sales, and insurance operations compliance documents into the agency management systems
Attend internal and client meetings, as needed
Follow agency guidelines, policies, and procedures
Promote teamwork, support, knowledge sharing and a positive attitude in the department and office
Promote a commitment to achieve or exceed internal and external performance standards
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology
Requirements:
Property & Casualty Producer Insurance License in good standing
2+ years of customer service experience in the insurance industry
Comprehensive knowledge of commercial property, general liability, auto liability, workers compensation and umbrella liability coverages
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher
Experience handling commercial account renewals, service needs, and customer escalations
Experience handling policy endorsement requests, certificates of insurance and Auto IDs
Experience handling payments or billing questions
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more