Licensed Customer Service Representative

Job Overview

Objective

Deliver exceptional experiences, collaborate to achieve agency goals, and identify cross-selling opportunities. Develop skills in a supportive environment and make a meaningful impact.

Customer Service – “The difference maker”

· Deliver personalized and professional customer service, building trust and maintaining strong relationships.

· Drive customer satisfaction by adhering to American Star and agency best practices.

· Respond to inquiries about coverages, billing, claims, and coverage solutions.

· Efficiently process changes and requests to existing accounts.

· Act as a liaison between the agency and business partners, such as Broker partner relationships.

· Assist customers with claims by helping them navigate the claims process to avoid confusion and expedite settlement while following established claim follow-up guidelines.

Agency Operations – “The heartbeat of the operation”

• Utilize calendar and CSR software effectively to manage appointments, tasks, and customer interactions.
• Understand resources and be a productive contributor and problem solver during team meetings.
• Facilitate seamless communication between customers and internal teams to support agency operations.
• Collaborate with agency staff to ensure customer service efforts align with overall agency goals.
• Enhance operational efficiency by accurately processing customer requests and maintaining organized records.

Insurance Cross Sales – “Turn policies into portfolios”

• Engage in cross-selling activities to maximize customer value and agency growth.
• Develop customer accounts by identifying additional opportunities for service and additional solutions.
• Ensure quoting accuracy by utilizing all available discounts and providing comprehensive proposals.
• Present proposals confidently, showcasing the benefits from the customer’s point of view.
• Demonstrate the confidence to seek assistance and collaborate with team members when necessary to enhance service delivery and personal development.

Education/Licenses/Designations

· Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. Property, Casualty, and Life

· Valid driver’s license required

Working Conditions

· General office setting

Pay: $25.00 - $28.00 per hour

Expected hours: 20.0 – 40.0 per week

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Work Location: In person