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Customer Service Representative

Springer Insurance

Midlothian, VA

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JOB DETAILS
SKILLS
Business Processes, Communication Skills, Computer Skills, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Data Collection, Dental Insurance, Detail Oriented, Documentation, Follow Through, Health Insurance, Insurance, Insurance Sales, Interpersonal Skills, Mathematics, Mentoring, Multitasking, Needs Assessment, Negotiation Skills, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Resolve Customer Issues, Sales Management, Telephone Skills, Time Management, Track Customer Issues, Training/Teaching, Underwriting, Vision Plan, Writing Skills
LOCATION
Midlothian, VA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Free food & snacks
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance

Benefits/Perks
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry 
Job 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. 


Responsibilities
  • Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
  • Work 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.
  • Set 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.
  • Confer 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.
  • Resolve 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.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
  • Hold the insurance license required by your state 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.
  • Demonstrate 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.
  • Demonstrate 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.
  • Possess 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.
  • Have 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.

About the Company

S

Springer Insurance

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