Best Practices, Billing, Calendar Management, Claims Processing, Communication Skills, Cross-Selling, Customer Experience, Customer Satisfaction, Customer Support/Service, Dental Insurance, Health Insurance, Insurance, Life Insurance, Microsoft Internet Explorer Browser, Microsoft Office, PC Software, Process Development, Resolve Customer Issues, Sales, Sales Management, Sales Prospecting, Training/Teaching, Vision Plan
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Employee discounts
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Benefits/Perks
- Competitive hourly pay rate plus commission and/or bonuses
- Paid training
- Paid Time Off
- Group Health Insurance
- Group Dental Insurance
- Group Vision Insurance
- 401k Matching
Job Summary
The Customer Service Specialist provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Responsibilities
- Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
- Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
- Drives customer satisfaction by following best practices: Personal Insurance Review, rate revision notification, and claims process
- Processes change to existing accounts and policies
- Serves as a liaison on behalf of the customer between the agency and various business partners
- Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
- Schedules appointments with existing or prospective customers for agency employees
Qualifications
- Demonstrated customer service experience
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
- P and C Insurance License and/or Life insurance License
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.
T
The Bellante Agency, Inc