Customer Service Representative

Company: Allen Harmon Insurance Agency
Location: Battle Creek
Posted on: May 14, 2022

Job Description:

Job DescriptionCompany OverviewWe are a family-owned Independent Insurance Agency seeking an insurance customer service representative. Founded in 1917 in Battle Creek, MI, we have now expanded to open an additional location in Rochester, MI. We service clients in Michigan, Illinois, and Indiana. Job SummaryRepresentative will service personal and commercial insurance business via direct (inbound) telephone and internet contact with current customers. Also provides counseling regarding insurance needs and product availability. The CSR will assist our team through customer service, account retention, general back office support and other duties as assigned. Position located in Battle Creek, MI.Responsibilities and Duties

• Provide first level customer service for all customers, including agents and policyholders. Respond to all questions and provide service in accordance with established procedures and best practices.
• Perform outbound calls and follow-up work as required to process customer requests.
• Answer questions and provide explanations regarding service requests and coverage for policies, limits and deductibles considering customer needs as well as company guidelines. Process changes, claims, reinstatements and cancellations for all types of policies; provides quotation and binds coverage within prescribed limits.
• Handle agent and policyholder correspondence, and related paperwork. Issue certificates of insurance, evidence of insurance and other documents as to ensure proof of insurability. Follow up for necessary documents and payments in order to process customer requests.
• Maintain a consistent quality and quantity of work at prescribed standards. Identify and prioritize own work according to prescribed standards.
• Maintain working knowledge of processing procedures, processing systems, credit and collections procedures, pricing guidelines and eligibility and team concepts.Qualifications and Skills
  • Education: High school diploma required.
  • Licenses: P&C License. CSR will have to take and pass P&C licensing class, if not already licensed.
  • Three years related work experience. Prefer exposure to insurance agency and call center environment. Customer service experience required.
  • Command of verbal and written communication skills to interact with agents, policyholders and managers, via the telephone or email system on a constant basis.
  • Ability to operate personal computer and related processing systems.
  • Ability to understand and communicate insurance information to internal/external customers.
  • Strong interpersonal and multi-tasking skills.Benefits and Perks
    • Health care provided, paid time off, retirement savings plans, and professional development.
    • Company paid trip incentives, and a family-business work environment.
    • Vivo standing desk.Powered by JazzHRGhfCMx4eXx

Keywords: Allen Harmon Insurance Agency, Battle Creek , Customer Service Representative, Hospitality & Tourism , Battle Creek, Michigan