Our client, who is a well respected Insurance Agency, has Retained The Carlisle Group to conduct a search for a Personal Lines Customer Service Representative in the State College Pennsylvania area.
Accountable for high standards of service and responsiveness to ensure fulfillment of external and internal client needs.
Prioritizes internal or external customer requests and ensures appropriate resolution in a timely manner
Ensures a quality customer experience by being prompt in recognizing customers, greeting the customer, calling them by name, and conveying a friendly demeanor, in person or via the telephone
Improves customers' experience by ensuring that the customers are attended to promptly and their challenges are resolved efficiently
Ensures customer resolution through collaboration with other areas as required
Nurtures a culture of engagement through day-to-day interactions among the team
Responsible to serve and support the personal line insurance client service needs, as assigned.
Answers agency phone lines and greets agency customers
Generates documents and produces correspondence to satisfy client service requests.
Generates and faxes documents and correspondence to appropriate financial institutions and auto dealers
Assists clients in submitting first reports of claims
Processes changes to insurance policies as requested by customers.
Receives information from prospective phone or walk-in individuals and existing customers wishing to receive quotes for insurance products.
Maintains orderly electronic files and information, following agency standards.
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Actively refers clients to associated Kish business units for solicitation of new business
Commercial Lines Department
Financial Services
Travel
Bank
Solicits additional lines of personal insurance as required to ensure client's needs are fully met.
Reviews client info to ensure client is fully insured (e.g. auto, home, etc.) - e.g. former language - "round out clients' accounts"
Maintains agency supplies from insurance companies, including.
Change forms, quote forms, payment sheets and company envelopes.
Orders forms and sales support items from insurance companies.
Keeps informed regarding industry information, new product information, coverage's and technology to continuously improve knowledge and stay current.
Attends associated webinars and CE training as assigned