Job Title: Customer Service Representative
Location: Altoona area, PA (hybrid)
Type: Full-Time, Permanent
Salary: Starting at $20.00/hr +
Our client has over 40 years of experience in commercial, farm, and personal insurance. They are looking for a Personal Property & Casualty Customer Service professional to join their growing team.
As a primary contact, Customer Service Representatives (CSRs) provide timely and courteous service to new and existing clients and maintain system information while following policies and procedures. While they offer a comfortable office environment, this position may work on a hybrid schedule.
Primary Expectations:
- Processes endorsements, policies, communications, cancelations, non-renewals, inspections, etc. as soon as possible and takes necessary action.
- Sets up new business which includes all or some of the following: transferring prospects to customers and finalizing Agency Management System (AMS) profiles, obtaining signatures, entering policy details, preparing letters and forms, etc.
- Works with clients on renewals and performs remarketing of current accounts due to rate and exposure changes. May perform marketing on new business from time to time.
- Develops and maintains good relationships, and coordinates and communicates between all parties, such as client, producer, underwriter, Bank employees, and other department personnel to keep key people updated.
- Maintain an up-to-date knowledge of the industry, products, and regulatory compliance. Participates in training/mentoring.
- May provide back-up support to the Administration area including answering incoming agency calls, greeting and directing visitors, covering breaks, lunches and/or mail runs.
- Maintains or acquires technology skills needed to stay current with procedure, process, information gathering, and communication development.
Required Skills & Abilities:
- Strong organizational skills and attention to detail.
- Time management skills, ability to prioritize and meet deadlines; thrive in a fast-paced environment.
- Effective communication skills, both written and verbal, to various audiences, using appropriate style.
- Working knowledge of Microsoft Office and web-based computer applications. Knowledge of AMS360, preferred.
- Physical dexterity to utilize computers and general office equipment. Ability to lift and transport objects and supplies of up to ten (10) pounds without assistance.
Experience, Education & Licensing
- High School diploma or equivalent.
- Understanding of bank/agency relationships and experience with multiple carriers preferred. Farm experience is helpful.
- Insurance experience is preferred.
- Understanding of carrier new business guidelines is preferred.
- Has or willing to obtain insurance industry designation(s).