What are the responsibilities and job description for the Customer Service Representative position at Adler Agency & Associates, LLC?
Customer Service Representative-Adler Agency & Associates, LLC
Objective
The Customer Service Representative 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.
Customer Service
- Provides personalized, professional customer service experiences through 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 the J.D. Power’s best practices: Personal Insurance Review, rate revision notification and claims process
- Processes changes 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.
Agency Operations
- Schedules appointments with existing or prospective customers for agency employees
- Performs daily administrative functions to assist the agency owner, office manager or sales unit manager
- Assists with set up and execution of agency events
- Assist with cash handling and banking activities
Insurance Sales
- Participates in reviews of existing coverages and may advise customers regarding policy options
- Estimates and quotes policy premiums complying with underwriting guidelines
- Identifies cross-selling opportunities during customer interactions and takes appropriate action
- Contacts appropriate business partners for guidance when needed
Education/Licenses/Designations
- Compensation will increase if candidates obtain Property, Casualty and Life licenses
- Licenses must be maintained once obtained.
- Valid driver’s license required
Role Requirements
- Demonstrated customer service experience
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer) Solid knowledge and understanding of basic mathematical skills
Working Conditions
- This position may require the ability to work a schedule that includes evenings, nights, and/or weekends
- General office setting
Job Type: Full-time
Pay: $18.00 - $21.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- On-the-job training
- Professional development assistance
- Vision insurance
- Work from home
Experience level:
- No experience needed
Shift:
- Day shift
Weekly day range:
- Monday to Friday
Work setting:
- Hybrid remote
- Office
Ability to commute/relocate:
- Dodgeville, WI 53533: Reliably commute or planning to relocate before starting work (Required)
Work Location: Hybrid remote in Dodgeville, WI 53533
Salary : $18 - $21