Customer Service Representative
The Bar Plan Mutual, Saint Louis, Missouri, United States, 63146
Overview
Position Title:
Customer Service Representative - St. Louis
Department:
Sales & Marketing
Reports to:
Director of Sales & Marketing
The Customer Service Representative delivers professional and courteous service while maintaining relationships with clients and fostering relationships with prospective clients. Serving as a company and brand ambassador, they take responsibility for addressing customer concerns and questions, often acting as the main point of contact. This role requires independent problem-solving skills and the ability to work both swiftly and carefully to support new business opportunities and renewals in collaboration with Sales & Marketing and Underwriting teams. Candidates must be willing to acquire a Property and Casualty license within 90 days of hire.
Responsibilities
Conduct proactive outreach to clients regarding policy updates, outstanding requirements, and upcoming renewal deadlines.
Initiate and manage phone calls to clients to discuss coverage details, answer questions, and ensure all policy needs are addressed promptly.
Collect payments by phone, including processing premiums, setting up payment arrangements, and confirming transactions in accordance with company procedures.
Request and secure renewal bind instructions, ensuring all necessary documentation is received and submitted ahead of deadlines.
Maintain active follow-ups on all accounts to ensure no outstanding items remain, including underwriting requests, missing documents, and payment issues.
Provide clear explanations of coverage options, endorsements, and policy changes to support client understanding and satisfaction.
Document all client interactions accurately in the CRM and ensure records are updated in real time.
Coordinate with underwriting and internal teams to resolve client questions or concerns quickly and effectively.
Monitor renewal pipelines to ensure timely communication and bind confirmations for all upcoming renewals.
Identify potential service issues early and take initiative to resolve them before they escalate.
Support retention efforts through consistent follow-up, clear communication, and proactive client service.
Adhere to compliance, regulatory requirements, and internal service standards in every interaction.
Provide back-up support for office/reception staff as needed.
Qualifications
Bachelor's degree in a related field OR 2+ years of related experience and/or training
Willingness to study for and acquire Property & Casualty License and ongoing education to maintain license
Proficient in CRM software and Microsoft Office Suite
Skilled at multitasking, delivering excellent customer service, and proactively assisting customers
Strong verbal and written communication
Analytical and adept at solving problems
Must be local to the St. Louis area
Salary:
$20.00 - $26.00 per hour
#J-18808-Ljbffr
Customer Service Representative - St. Louis
Department:
Sales & Marketing
Reports to:
Director of Sales & Marketing
The Customer Service Representative delivers professional and courteous service while maintaining relationships with clients and fostering relationships with prospective clients. Serving as a company and brand ambassador, they take responsibility for addressing customer concerns and questions, often acting as the main point of contact. This role requires independent problem-solving skills and the ability to work both swiftly and carefully to support new business opportunities and renewals in collaboration with Sales & Marketing and Underwriting teams. Candidates must be willing to acquire a Property and Casualty license within 90 days of hire.
Responsibilities
Conduct proactive outreach to clients regarding policy updates, outstanding requirements, and upcoming renewal deadlines.
Initiate and manage phone calls to clients to discuss coverage details, answer questions, and ensure all policy needs are addressed promptly.
Collect payments by phone, including processing premiums, setting up payment arrangements, and confirming transactions in accordance with company procedures.
Request and secure renewal bind instructions, ensuring all necessary documentation is received and submitted ahead of deadlines.
Maintain active follow-ups on all accounts to ensure no outstanding items remain, including underwriting requests, missing documents, and payment issues.
Provide clear explanations of coverage options, endorsements, and policy changes to support client understanding and satisfaction.
Document all client interactions accurately in the CRM and ensure records are updated in real time.
Coordinate with underwriting and internal teams to resolve client questions or concerns quickly and effectively.
Monitor renewal pipelines to ensure timely communication and bind confirmations for all upcoming renewals.
Identify potential service issues early and take initiative to resolve them before they escalate.
Support retention efforts through consistent follow-up, clear communication, and proactive client service.
Adhere to compliance, regulatory requirements, and internal service standards in every interaction.
Provide back-up support for office/reception staff as needed.
Qualifications
Bachelor's degree in a related field OR 2+ years of related experience and/or training
Willingness to study for and acquire Property & Casualty License and ongoing education to maintain license
Proficient in CRM software and Microsoft Office Suite
Skilled at multitasking, delivering excellent customer service, and proactively assisting customers
Strong verbal and written communication
Analytical and adept at solving problems
Must be local to the St. Louis area
Salary:
$20.00 - $26.00 per hour
#J-18808-Ljbffr