Are you looking for a rewarding and challenging career?  Do you want to make a difference in the lives of the people you work with?  I invite you to apply with my agency.

CSR

Job Description—Customer Service Representative

Summary

Customer Service Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company’s products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service Representatives will analyze, clarify, and resolve policy and account-related questions.

Client Relationship Management duties include but are not limited to:

Must be licensed in the state of Colorado in P&C within three months and Life*/Health by the end of six months

Determine customer requirements and expectations in order to help the customer identify specific products and solutions

Solicit, sell, and negotiate new business policies

Review renewal business and identify appropriate follow-up action based on degree of change

Cross-sell/up-sell products to existing customers

Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken

Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs

Perform risk analysis and field underwriting

Client/Claims liaison

Refer unresolved customer grievances or complex customer interactions to senior team member

Implement/adhere to company and Agency guidelines

General customer service duties as presented

Performs other duties as assigned

 

Core competencies

Business Results – Able to meet individual performance metrics and goals.

Multi-tasking – Able to successfully juggle multiple priorities at any given time.

Attention to detail – Maintain accurate and descriptive accounts of all customer interactions.

Communication – Possess outstanding written and verbal communication skills.

 

Job Knowledge – Understand basic product, billing, underwriting, and processing guidelines.

Teamwork – Accept feedback when offered and work well with others.

Problem solving – Able to research and identify timely solutions to customer related problems.

Physical environment

Required job duties are normally performed in a climate-controlled office environment.

Preferred skills and abilities

Four-year college degree highly preferred. High school diploma or equivalent required. Previous customer service experience highly preferred. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, and strong verbal and written communication skills.

Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule. Some travel is required.

Compensation:

$10.00 an hour plus new business and retention bonuses once fully licensed.

How to apply:

Submit a cover letter, resume and a link to your LinkedIn profile to mschmisek@farmersagent.com

Life*, Health and Financial Services** Representative