Customer Service Representative

PURPOSE:

The Customer Service Representative (CSR) is under the immediate supervision of the agency manager to do routine data entry, office work of normal complexity, endorsements, remittance and answer the telephones in accordance with established standards and procedures. Work is expected to be high in quality and accuracy. The CSR must have a working knowledge of office routines and requires the exercise of a limited degree of independent judgment and to do related office work as directed. The CSR may be exposed to confidential information and therefore is required to adhere to all Allstate corporate privacy requirements. 

LICENSING REQUIREMENTS:

The CSR is required to obtain a current property and casualty license prior to employment.

MINIMUM PERFORMANCE REQUIREMENTS:

Will be determined by the Agency Principal and/or the agency manager on a monthly basis.

ESSENTIAL FUNCTIONS:

-Maintain and organize agency files, both electronic and paper

-Prepare agency solicitation, renewal conservation and other customer mailings

-Maintain correspondence on customer’s files

-Run weekly and daily audits 

-Runs and processes additional Alliance audits as requested by other members of the staff

-Follow up and complete all trailing documents for new and existing clients

-Answer incoming calls expeditiously and courteously and direct them to the appropriate person promptly and efficiently

-Greets all customers coming into the agency in a friendly and helpful manner

-Receives and processes insurance payments excluding those processed at time of binding

-Receives and processes endorsements in an expeditious and efficient manner

-Provide and verify general and non-technical information to inquiries over the telephone or in person

-Work well with other employees and is a team player with a positive attitude