Customer Service Representative will be responsible for servicing accounts and assisting producers with daily, weekly, and monthly tasks. 

Description:

• Personal Lines/Commercial CSR will greet people and attend to inquiries made by phone or in person.

• Ability to qualify potential call ins as customers, which includes quoting, selling and binding property and casualty coverages.

• Ability to service existing customers of agency.

Personal lines/Commercial CSR, duties include, but are not limited to:

• Greet persons entering establishment, determines nature and purpose of visit, and direct visitors to specific destination, or answers questions and provides information

• Answers the telephone to provide information, or forward the call to the appropriate person

• Transmits information or documents to customers, using computer, mail

• Manages files and records and other office procedures as assigned

• Open incoming mail, and organize outgoing and posting of mail

• Performs other related duties as required

Knowledge, skills and abilities:

• Ability to operate standard office equipment, including but not limited to copies, computers (Word and Excel)

• Good analytical and problem-solving skills

• Ability to communicate effectively both verbally and in writing with staff, employees and public

• Able to meet deadlines

• Well organized

• Enjoy teamwork

Minimum Qualifications: 

• High School Diploma

• Minimum of three-five years experience (Preferred / Not Required)

• North Carolina/South Carolina Property and Casualty Licensed

• Knowledge of agency management systems