Job Description—Marketer/Customer Service
Representative/Insurance Sales Producer
Location: Springdale, PA 15144
Customer
Service Representatives work to maximize positive customer experiences by
responding to customer inquiries or complaints regarding the company's products
or services. They will communicate with internal and external customers about
basic underwriting guidelines, policies, and marketing initiatives to service
customer accounts. Additionally,
Customer Service Representatives will analyze, clarify, and resolve policy and
account-related questions.
Client Relationship Management duties
include but are not limited to:
Must be
willing to become licensed in P&C and Life/Health by the end of 100
days. Training will be provided.
Solicit,
sell, and negotiate new business policies.
Determine
customer requirements and expectations in order to help the customer identify
specific products and solutions.
Review
renewal business and identify appropriate follow-up action based on degree of
change.
Cross-sell/up-sell
products to existing customers.
Keep records
of customer interactions and transactions, recording details of inquiries,
complaints, and comments, as well as actions taken.
Assist with
the annual review process by contacting customers and preparing personalized
customer coverage recommendations based on customers’ needs.
Perform risk
analysis and field underwriting.
Client/Claims
liaison.
Refer
unresolved customer grievances or complex customer interactions to senior team
member.
Implement/adhere
to company and Agency guidelines.
Setting
appointments, general customer service duties as presented, performs other
duties as assigned.
Core competencies:
Business
Results – Able to meet individual performance metrics and goals.
Multi-tasking
– Able to successfully juggle multiple priorities at any given time.
Attention to
detail – Maintain accurate and descriptive accounts of all customer
interactions.
Communication
– Possess outstanding written and verbal communication skills.
Job
Knowledge – Understand basic product, billing, underwriting, and processing
guidelines.
Teamwork –
Accept feedback when offered and work well with others.
Problem
solving – Able to research and identify timely solutions to customer related
problems.
Physical environment:
Required job
duties are normally performed in a climate-controlled office environment.
Preferred
skills and abilities Four-year college degree highly preferred. High school
diploma or equivalent required. Previous customer service experience highly
preferred. Ideal candidate will have basic PC skills, basic math skills, strong
analytical capability, conflict resolution skills, the ability to multi-task,
and strong verbal and written communication skills.
Note: This
position may require having the flexibility to work nonstandard hours/shifts
and having the ability to adhere to a structured schedule. Some travel is
required.
Please send
Resume and cover letter to drowe@farmersagent.com
