Client Service Representative
Posted on: November 25, 2022
A Client Service Representative is an individual who is not
licensed or is newly licensed within the insurance industry. This
individual will provide basic customer service tasks and
administrative support to those who are licensed and
selling/servicing Personal Lines and Commercial Lines insurance.
This individual may also provide administrative support to Account
Managers and Account Executives when needed. The Client Service
Representative will be the liaison between the company and the
customer. The Client Service Representative will be able to accept
ownership for effectively solving customer issues, complaints, and
inquiries; keeping customer satisfaction at the core of every
decision and behavior.
* Processing customer payments accurately and timely.
* Identifying customer's needs to route the customer to the
* Engaging in active listening with callers, confirming or
clarifying information and diffusing any customers concerns, as
* Support and service a wide range of tasks within agency.
* Support agency employees with customer service related tasks.
* Liaison between clients, Sales Representatives, Producers, and
insurance company representatives.
* Meet personal/team qualitative and quantitative targets.
* Adhering to all company policies and procedures.
The Perfect Match:
* 1 yr.+ in a Customer Service Type Role
* Prior Insurance Industry Experience a plus but not required
* Strong team collaboration skills
* Excellent verbal and written communication abilities
* Self-motivated and able to work independently
* Ability to consistently process transactions accurately
* Professional attitude and demeanor
* Demonstrates well-developed computer skills (internet, email,
word processing, spreadsheets, hardware, keyboarding).
* Strong time management and decision making skills
* Fluent in English and Spanish preferred
Job Type: Full-time
* Dental insurance
* Health insurance
* Life insurance
* Vision insurance
* 8 hour shift
* Monday to Friday
* Customer service: 1 year (Required)
* Office: 1 year (Required)
Work Location: One location%58047475%
Keywords: InsureOne, Paterson , Client Service Representative, Other , Monroe, New Jersey
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