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Objective

The Customer Service Representative provides excellent customer experience for potential and existing customers and will assists the agency owner with attaining agency service goals.

Customer Service

Provides personalized, professional customer service experiences

through building trust and developing strong customer relationships via in person and phone interactions

Responds to customer inquiries regarding coverages, billing, claims

or products by following established agency processes and procedures

Drives customer satisfaction by following the J.D. Powers best

practices: Personal Insurance Review, rate revision notification and claims process

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. Follows up to ensure customer needs are addressed.

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

Assists with set up and execution of agency events

Insurance Sales

Participates in information gathering, quote building and

preparation of reviews of existing client coverages

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

Role Requirements

Demonstrated customer service experience

Effective in person and phone communication skills

Experienced with PC software applications (Microsoft Office Suites,

Internet Explorer)

Solid knowledge and understanding of basic mathematical skills

Working Conditions

This position may require the ability to work a schedule that

includes evenings, nights, and/or weekends

General office setting

Business casual attire

Jaime Bachura Agency LLC

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