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