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Job description
Benefits/Perks
nCompetitive Pay
nProfessional Development
nJob Stability in a growing industry
nJob Description We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products. We are looking for an employee that comes into the Seattle office at least 3 days a week.
nResponsibilities
nProvide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
nAnswer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
nWork with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
nSet appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
nConfer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
nResolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
nReview audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
nMaintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
nCollaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
nQualifications
nHold a Washington Personal & Commercial Insurance License and have a minimum of two years of commercial lines insurance account management experience as well as a Bachelor’s Degree or comparable work experience.
nDemonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
nDemonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
nPossess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
nHave excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
nFlexible work from home options available.
Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.