Customer Service Representative – PLAGEMAN AGENCY TEAM
Role Title: Customer Service Representative
Reports to: Agency Owner
The Plageman Agency is growing our team to provide stellar customer service to our growing client base. We're actively networking and supporting the community. We market to the LGBTQ+ community and give back to those around us. The ideal candidate for this job would have a passion for helping others.
Objective
The Customer Service Representative provides 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 J.D. Power’s 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, office manager or sales unit manager
- Assists with set up and execution of agency events
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
- Property, casualty, life licenses required. Licenses must be maintained to continue employment.
Role Requirements
- Demonstrated customer service experience
- Effective communication skills
- Experienced with PC software applications
- Solid knowledge and understanding of basic mathematical skills
Working Conditions
- General office setting with rotation between offices
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Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: No less than 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
Experience:
- Insurance: 1 year (Required)
License/Certification:
- Life Insurance License (Preferred)
- Property & Casualty License (Required)
Work Location: In person