Service Representative – Property & Casualty

Job Description

REQUIREMENTS

• Education and Experience:
  • H.S. diploma or GED required (Bachelor’s degree preferred).
  • 2+ years of customer service/business/sales experience preferred.
  • Insurance or Finance industry experience helpful.
• Licensing and Training:
  • Successfully complete the Service Representative Trainee Program
  • Obtain and maintain Insurance Producers License and Non-Residence License within 12 months of hire and maintain after that
• Skills and Abilities:
  • Basic math skills and billing interpretation skills.
  • Effective communication, both written and verbally – ability to identify unmet customer needs and provide solutions.
  • Demonstrate active listening, system navigation, research, problem-solving, critical thinking, organization and time management skills.

RESPONSIBILITIES

• Develop strong knowledge of our client’s Property and Casualty insurance products, services and policies.
• Handle and problem solve customers’ inquiries via phone, email, and chats.
• Responsible for ensuring a great customer experience in both written and verbal communications.
• Maintain quality and compliance within every interaction by adhering to all applicable company and state rules and regulations.
• Responsible for proactive up-sell and cross-sell of insurance solutions to existing customer base.

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