Customer Service Representative

A CSR is responsible for engaging with our clients in a fast, proactive, and highly professional manner. Answering phones, responding to emails, and serving walk-in clients are some of the opportunities for client contact as a CSR. Within those forms of client contact include processing endorsements, processing payments, answering billing questions, answering coverage-related questions, providing guidance, and offering additional products to our clients as ways a CSR is expected to add value to our agency.

Responsibilities and Duties

Responsible for servicing our clients, including any necessary and proactive follow-up actions

Respond to emails received in the service email

Proactively cross-sell products to clients on service phone calls and emails

The CSR reports to the Service Team Leader

Qualifications

High School Diploma

Willing to get licensed in Property/Casualty within 6 months of employment

Preferably experience in customer service

Positive, respectful attitude

Proactively goes above and beyond

Works well with others in a team setting and is capable of leading oneself in their daily individual tasks

Able to sit for longer periods of time

Core Values Alignment
The right person for this seat consistently demonstrates our Core Values:

Fast & Proactive:

Anticipates needs and acts with urgency.

Professional:

Maintains high standards in all interactions.

Integrity:

Always does the right thing for clients and colleagues.

Respect for One Another:

Treats clients and team members with dignity.

Positivity for Years:

Brings energy and optimism to every interaction.

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