Are you a customer service-oriented individual with a passion for helping others? Do you have a professional, positive attitude and enjoy working as a part of a fast-paced team? Coast2Coast Insurance Agency is actively hiring a licensed Customer Service Representative for the office in Destin. Coast2Coast Insurance prides itself on providing high-quality customer service to all clients as well as actively giving back to the community. If you are interested in joining a winning team, please send your cover letter and resume to sandra@coast2coastins.com
Scope and Responsibilities:
•Collect, quote and present policy information to clients, review renewal policies, and help answer client coverage questions.
•Provide continuous client service including keeping customers informed of timelines and roadblocks that effect the process
•Maintain all client files in the agency management system with full policy detail and use the system for all transactions and notes
•Maintain a follow-up and suspense file to insure that issues are processed and resolved in a timely manner
•Process and respond to emails and phone calls from clients and companies in a timely manner
•Receive and comply with requests from clients and insurance companies
•Collect, quote and present policy information to clients, review renewal policies, and help answer client coverage questions.
•Provide continuous client service including keeping customers informed of timelines and roadblocks that effect the process
•Maintain all client files in the agency management system with full policy detail and use the system for all transactions and notes
•Maintain a follow-up and suspense file to insure that issues are processed and resolved in a timely manner
•Process and respond to emails and phone calls from clients and companies in a timely manner
•Receive and comply with requests from clients and insurance companies
Requirements:
•P/C License and experience
•Exceptional communication skills including in person, over the phone, and via email
•Ability to develop and maintain relationships with both clients and insurance carriers
•Ability to make sound decisions in a fast-paced environment
•Ability to effectively multi-task and prioritize tasks
•P/C License and experience
•Exceptional communication skills including in person, over the phone, and via email
•Ability to develop and maintain relationships with both clients and insurance carriers
•Ability to make sound decisions in a fast-paced environment
•Ability to effectively multi-task and prioritize tasks
