Vacancy expired!
Bilingual Customer Service Insurance Representative
Job Summary
Provides customer service and resolves issues by offering solutions, explanations, options or by arranging for service in an insurance agency environment. Provide sales producers with possible sales opportunities and assist in sales and office organization.
Minimum Performance Requirements:
Will be determined by agent and staff and updated monthly. Essential functions listed are primary goals to improve sales and retention.
General Accountabilities
Make the initial contact with a client and explain the service available.
Process customer orders and process payments.
Maintain customer database: update data and make necessary changes
Encourage customers to purchase additional products.
Ability to understand customers needs with strong objection/response handling.
Managing customer queries/complaints.
Maintains a friendly, helpful demeanor.
Ensures full customer satisfaction without unnecessarily referring customers to other staff members.
Refers to appropriate person or department as needed, and/or arranges for service.
Tracks problem status until resolution is achieved.
Compiles statistical reports and studies as requested.
Update/endorse customer policies as their direction.
Handle billing inquiries, process customer payments.
Notify the agency owner of dissatisfied customers and customers at-risk of leaving.
Report claims.
Assist in training other employees.
Review new business log weekly with agency owner.
Write new business applications using checklist.
Cross-sell existing customers.
Follow up on pended endorsements and applications daily.
Handle additional duties as assigned or needed.
Job Qualifications
Minimum Language(s): English and Spanish
Minimum Education: High School or equivalent Combined experience/education as substitute for minimum education
Minimum Experience: 1 Year Combined education/experience as substitute for min. experience
Minimum Field-of-Expertise: Customer service (Insurance)
Preferred Certification(s): Texas General Lines - Property & Casualty Insurance License
Preferred Education: High School Diploma or equivalent
Preferred Experience: 2 Years
Preferred Field-of-Expertise: Customer service (Insurance)
Skills
Problem Solving - Identifies and resolves problems time efficiently; Gathers and analyzes information; Develops solutions; Uses reason.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Oral Communication - Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Organizes or schedules other people and their tasks.
Professionalism - Approaches others in a polite and tactful manner; Maintains composure and reacts well under pressure; Treats others with respect and consideration; Follows through on commitments.
Physical Demands
Occasionally required to sit.
Occasionally required to walk.
Occasionally required to use hands to finger, handle, or feel.
Occasionally required to reach with hands and arms.
Occasionally required to talk or hear.
Occasionally required to bend, lift or climb.
Occasionally required to lift light weights (less than 25 pounds).
Occasionally required to lift moderate weights (25-50 pounds).
Occasionally required to lift heavy weights (50 pounds or greater).
Finger dexterity required.
Hand coordination required.
Work Environment
Typical office and computer lab environment
Mostly indoor office environment with windows
Offices with equipment noise
Offices with frequent interruptions
Vacancy expired!