Job Description
Job Description
Martin & Associates, LLC- Customer Service Representative
Martin & Associates, LLC is a multi-line insurance agency focusing on property causality and life insurance. The Customer Service Representative is an employee of the Agency Owner and not an employee of American Family Insurance.
Objective
The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Full-time or Part-time
Monday - Thursday (Flexible schedule based on applicant & agency owner needs)
$18.00 - $25.00 per hour + plus bonuses based on experience and insurance licenses
Customer Service
- Provides personalized, professional customer service experiences through building trust and developing strong customer relationships
- Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
- Processes changes to existing accounts and policies
- Serves as a liaison on behalf of the customer between the agency and various business partners
- Assists customers with claims by directing them to the appropriate Claims Department contacts and resources.
Agency Operations
- Schedules appointments with existing or prospective customers for agency employees
- Performs daily administrative functions to assist the agency owner, office manager or sales unit manager
- Assist with cash handling and banking activities
Insurance Sales
- Participates in reviews of existing coverages and may advise customers regarding policy options
- Estimates and quotes policy premiums complying with underwriting guidelines
- Identifies cross-selling opportunities during customer interactions and takes appropriate action
- Contacts appropriate business partners for guidance when needed
Education/Licenses/Designations
- Property, casualty licenses (life and/or health to be determined by the agent). Licenses must be maintained to continue employment.
- Valid driver’s license required
Role Requirements
- Demonstrated customer service experience
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
- Solid knowledge and understanding of basic mathematical skills
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