Licensed Customer Service Representative
DescriptionPOSITION SUMMARY The Licensed Customer Service Representative (CSR) serves in a support capacity for new and existing insurance clients.
The primary objective of this position is to ensure the agency's personal lines clients feel valued, serviced, and well taken care of.
This person serves under the Assistant Vice President-Pruitt Agency Operations.
ESSENTIAL FUNCTIONS Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.
Essential Functions Statement(s) Deliver Wow customer service with prompt and courteous result Equipped to handle difficult and stressful situations in a calm and professional manner Responsive and proactive with an ability to prioritize workflow Maintain strict confidentiality and trustworthiness Proactively work the renewal process for all personal lines' clients, including identifying and pursuing potential cross-sell opportunities Create a positive brand image to agency's clients and the community as a whole Understand and explain insurance products offered to clients Work closely with in-house lead sources to quote and place proper coverage while cultivating new relationships brought in from referral sources Ability to answer clients' inquiries regarding insurance coverage, billing issues, claims filing, or other correspondence from insurance carriers Exhibit continuous growth in the areas of teamwork and personal integrity Set up & maintain paper and electronic filing system for records, correspondence, & other files as directed Gather and sort daily mail for all individuals within the office Attend meetings as instructed Locate & attach appropriate files to incoming correspondence Complete forms in compliance with company policies Conducts searches for needed information, using such sources as the internet and government databases Learn to operate new office technologies as they are developed & implemented Other duties as assigned.
POSITION QUALIFICATIONS Competency Statement(s) Accountability - Ability to accept responsibility and account for his/her actions.
Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
Adaptability - Ability to adapt to change in the workplace.
Analytical Skills - Ability to use thinking and reasoning to solve a problem.
Communication, Oral - Ability to communicate effectively with others using the spoken word.
Communication, Written - Ability to communicate in writing clearly and concisely.
Communication - The ability to communicate effectively in person, by phone, & electronically with other staff, the public, the patients, and the Board of Directors of the corporation and the foundation Conflict Resolution - Ability to deal with others in an antagonistic situation.
Customer Oriented - Ability to take care of the customers' needs while following company procedures.
Decision Making - Ability to make critical decisions while following company procedures.
Detail Oriented - Ability to pay attention to the minute details of a project or task.
Enthusiastic - Ability to bring energy to the performance of a task.
Ethical - Ability to demonstrate conducts conforming to a set of values and accepted standards.
Friendly - Ability to exhibit a cheerful demeanor toward others.
Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
Innovative - Ability to look beyond the standard solutions.
Initiative - Ability to make decisions or take actions to solve a problem or reach a goal Interpersonal - Ability to get along well with a variety of personalities and individuals.
Motivation - Ability to inspire oneself and others to reach a goal and/or perform to the best of their ability.
Patience - Ability to act calmly under stress and strain, and of not being hasty or impetuous.
Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
Reliability - The trait of being dependable and trustworthy.
Resource Management (People & Equipment) - Ability to obtain and appropriate the proper usage of equipment, facilities, materials, as well as personnel.
Responsible - Ability to be held accountable or answerable for one's conduct.
Safety Awareness - Ability to identify and correct conditions that affect employee safety.
Self Motivated - Ability to be internally inspired to perform a task to the best of one's ability using his or her own drive or initiative.
Tactful - Ability to show consideration for and maintain good relations with others.
Team Builder - Ability to convince a group of people to work together towards a goal.
Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
Working Under Pressure - Ability to complete assigned tasks under stressful situations.
SKILLS & ABILITIES Education:
Bachelor's Degree from an accredited institution of higher learning is preferred / High school diploma or GED required.
Experience:
Insurance experience is preferred, but not required.
Computer Skills:
Microsoft Word and Excel; and customized software.
Ability to learn and adapt to changing technologies as the organization changes.
Certificates & Licenses:
Must be willing to obtain insurance license (at ageny's expense) within 90 days of hire.
Other Requirements:
The ability to relate with effectiveness to the public.
The ability to effectively perform several duties of the department and the ability to organize and achieve goals in a busy setting as well as effectively communicate with internal and external stakeholders.
Recommended Skills Active Listening Adaptability Analytical Attention To Detail Billing Claim Processing Estimated Salary: $20 to $28 per hour based on qualifications.
The primary objective of this position is to ensure the agency's personal lines clients feel valued, serviced, and well taken care of.
This person serves under the Assistant Vice President-Pruitt Agency Operations.
ESSENTIAL FUNCTIONS Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.
Essential Functions Statement(s) Deliver Wow customer service with prompt and courteous result Equipped to handle difficult and stressful situations in a calm and professional manner Responsive and proactive with an ability to prioritize workflow Maintain strict confidentiality and trustworthiness Proactively work the renewal process for all personal lines' clients, including identifying and pursuing potential cross-sell opportunities Create a positive brand image to agency's clients and the community as a whole Understand and explain insurance products offered to clients Work closely with in-house lead sources to quote and place proper coverage while cultivating new relationships brought in from referral sources Ability to answer clients' inquiries regarding insurance coverage, billing issues, claims filing, or other correspondence from insurance carriers Exhibit continuous growth in the areas of teamwork and personal integrity Set up & maintain paper and electronic filing system for records, correspondence, & other files as directed Gather and sort daily mail for all individuals within the office Attend meetings as instructed Locate & attach appropriate files to incoming correspondence Complete forms in compliance with company policies Conducts searches for needed information, using such sources as the internet and government databases Learn to operate new office technologies as they are developed & implemented Other duties as assigned.
POSITION QUALIFICATIONS Competency Statement(s) Accountability - Ability to accept responsibility and account for his/her actions.
Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
Adaptability - Ability to adapt to change in the workplace.
Analytical Skills - Ability to use thinking and reasoning to solve a problem.
Communication, Oral - Ability to communicate effectively with others using the spoken word.
Communication, Written - Ability to communicate in writing clearly and concisely.
Communication - The ability to communicate effectively in person, by phone, & electronically with other staff, the public, the patients, and the Board of Directors of the corporation and the foundation Conflict Resolution - Ability to deal with others in an antagonistic situation.
Customer Oriented - Ability to take care of the customers' needs while following company procedures.
Decision Making - Ability to make critical decisions while following company procedures.
Detail Oriented - Ability to pay attention to the minute details of a project or task.
Enthusiastic - Ability to bring energy to the performance of a task.
Ethical - Ability to demonstrate conducts conforming to a set of values and accepted standards.
Friendly - Ability to exhibit a cheerful demeanor toward others.
Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
Innovative - Ability to look beyond the standard solutions.
Initiative - Ability to make decisions or take actions to solve a problem or reach a goal Interpersonal - Ability to get along well with a variety of personalities and individuals.
Motivation - Ability to inspire oneself and others to reach a goal and/or perform to the best of their ability.
Patience - Ability to act calmly under stress and strain, and of not being hasty or impetuous.
Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
Reliability - The trait of being dependable and trustworthy.
Resource Management (People & Equipment) - Ability to obtain and appropriate the proper usage of equipment, facilities, materials, as well as personnel.
Responsible - Ability to be held accountable or answerable for one's conduct.
Safety Awareness - Ability to identify and correct conditions that affect employee safety.
Self Motivated - Ability to be internally inspired to perform a task to the best of one's ability using his or her own drive or initiative.
Tactful - Ability to show consideration for and maintain good relations with others.
Team Builder - Ability to convince a group of people to work together towards a goal.
Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
Working Under Pressure - Ability to complete assigned tasks under stressful situations.
SKILLS & ABILITIES Education:
Bachelor's Degree from an accredited institution of higher learning is preferred / High school diploma or GED required.
Experience:
Insurance experience is preferred, but not required.
Computer Skills:
Microsoft Word and Excel; and customized software.
Ability to learn and adapt to changing technologies as the organization changes.
Certificates & Licenses:
Must be willing to obtain insurance license (at ageny's expense) within 90 days of hire.
Other Requirements:
The ability to relate with effectiveness to the public.
The ability to effectively perform several duties of the department and the ability to organize and achieve goals in a busy setting as well as effectively communicate with internal and external stakeholders.
Recommended Skills Active Listening Adaptability Analytical Attention To Detail Billing Claim Processing Estimated Salary: $20 to $28 per hour based on qualifications.
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