Job Description CUSTOMER SERVICE REPRESENTATIVE (2)
OBJECTIVE: To provide extraordinary service to internal and external customers, provide sales producers with possible sales opportunities and assist in sales and office organization. Our goal is to sincerely sell to customers needs while pursuing Agency's marketing focus.
LICENSING REQUIREMENTS: 440 or 220 P&C license.
MINIMUM
PERFORMANCE REQUIREMENTS: Will be determined by agent and CSR and updated monthly. Essential functions listed are primary goals to improve sales and efficiency while providing assistance to the office manager and agent.
ESSENTIAL FUNCTIONS:
• Answer phone/update customer policies
• Handle billing inquiries, process payments
• Notify agent of dissatisfied customers
• Report claims
• Maintain agency services log
• Assist in training other agency employees
• Complete new business log-review at end of month with agent
• Write new business applications using quote sheets and checklist (including telemarketing, PQB's and app)
• Cross-sell existing customers
• Open and distribute mail and check e-mail
• Distribute X-dates
• New business customer thank you process
• Follow up on applications pended -- (check policies and follow up calls and batch filing at end of month)
• Marketing with realtors, apartment owners and condominium owners
• Work cancellation audit and returned mail
• Claims follow up process
• Follow-up on endorsements pending and batch filing at end of month including Parts and Labor mailings / Motor Club mailings
• Organize new business customer folders
• Set CPR appointments for agent / Financial Specialist and send renewal postcards
• Life terminations, new business issuance and setting appointments for Financial Specialist
• Handle additional duties as assigned or needed
MAINTAIN A POSITIVE AND SELF MOTIVATED ATTITUDE
Fax or email resume to 813-948-0977 or ronhilton (AT) allstate (dot) com and/or hilton_ron (AT) yahoo (dot) com.
Position availalbe to start immediately.
An Equal Opportunity Employer
Location: Lutz
Compensation: $10 to $14 an hour based upon experience
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