CSR - Customer Service Representative

The CSR position will involve answering phone lines, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters & reports, making outbound calls, set appointments and other additional clerical duties as directed by the agency owner or associates.

Bonus opportunities

Paid Holidays

PTO

Flexible work schedule

Potential for hybrid schedule

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Answer incoming phone calls on the first ring.
• Provide exceptional customer service.
• Cold call, direct email and perform other lead generation activities.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• A Property & Casualty license is preferred but will train good individual.
• Problem-Solving Capabilities.