Looking for a CSR with an active 4-40 Licenses - 1
Location: Ponte Vedra Beach
Posted on: January 26, 2023
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Job Description:
Position Title: Customer Service Representative
Position Summary:
Responsible for general customer service care by servicing existing
customers with maintenance of current insurance policies.
Essential Functions:
Providing customer service for existing client?le through answering
questions related to existing policies, assisting customers in
updating/renewing/changing current policies, and acting as a
liaison for communication between customers and insurance
carriers,
Additional Job Related Duties:
? Servicing customer accounts related to insurance policies and
coverage including but not limited to endorsements, payments,
answering questions, and other duties typical in a Personal Lines
Independent Agency;
? Field incoming calls related to questions, issues, and concerns
of existing customers with regard to their insurance policies;
? Review quotes and update policy information including updating
customer information on existing policy;
? Process renewal information and policy re-shops for existing
customers;
? Make service calls related to policies changes, renewal
information, or other topics of interest to existing customers;
? Payment processing, late notice follow-up and collections for
homeowners insurance policies;
? Contact insurance carriers to resolve issues or answer customer
policy-related inquiries;
? Confer with customers by telephone or in person to provide
information about policies, cancel accounts, or obtain details of
complaints;
? Obtain and examine all relevant information in order to assess
validity of customer questions or concerns to determine possible
causes and resolutions and escalate to appropriate management
personnel;
? Provide sales support through sale of new or additional services
or products on an as needed basis.
Educational/Ability Requirements:
Florida 4-40 Customer Representative License
High school diploma or the equivalent
We are an equal employment opportunity employer and will consider
all qualified candidates without regard to disability or protected
veteran status.
Keywords: , Jacksonville , Looking for a CSR with an active 4-40 Licenses - 1, PR / Public Relations , Ponte Vedra Beach, Florida
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