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Insurance Agent/CSR

J&G Insurance services
locationKendall, FL, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

Job Summary:

· Manage large amounts of incoming calls

· Direct these calls to the right agent

· Generate sales leads for CSRs

· Identify and assess customers’ needs to achieve satisfaction

· Build sustainable relationships of trust through open and interactive communication

· Provide accurate, valid and complete information by using the right methods/tools (Catalyst)

· Handle complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution

· Keep records of customer interactions, process customer accounts and file documents

· Follow communication procedures, guidelines and policies

· Take the extra mile to engage customers

· Update customers contact information in Catalyst

· Take payments from customers on the phone or in person.

· Call current customers to remind them about their monthly payments.

· Follow up with customers regarding pending documentations

· Contact companies when needed to assist customers with their needs

· Send faxes, upload documents, make copies, scan documents and send emails

· Create objective, accurate reports that help assess office performance

· Maintain desk and office area clean and neat at all times

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