Customer Service Representative
Company: Adam Thompson Insurance Agency LLC
Posted on: July 30, 2022
Job Description Job description Summary The Customer Service
Representative works to maximize positive customer experiences by
quickly responding to and resolving customer policy and
account-related inquiries. Communicate with customers about basic
underwriting guidelines, policies, and marketing initiatives to
service customer accounts, while effectively identifying the need
for and cross-selling additional products. Core job duties include
(but are not limited to): Establish customer requirements and
expectations in order to help the customer identify their specific
product needs. Cross-sell/up-sell appropriate products to existing
customers as needed. Solicit, sell, and negotiate new business
policies. Record client interactions and transactions, detailing
client inquiries, requests, concerns, comments, and any actions
taken. Assist with the annual review process by contacting
customers and preparing personalized customer coverage
recommendations based on identified needs. Ensure policies sold and
managed in the agency meet the underwriting principals of the
Underwriting Quality Index (UQI). Understand the claims process and
act as a liaison between the claims adjuster, client and claimant.
Core Competencies Principled --- Ethical, honest and enthusiastic.
Drive and Productivity - Able to bring about great results from
ordinary circumstances; prepare for problems or opportunities in
advance; undertakes additional responsibilities and responds to
situations as they arise without supervision. Communication -
Exceptional verbal and written communication , detail oriented and
outstanding follow-up skills. Innovation - Welcomes innovation and
improvement recommendations. Team Work - Welcomes feedback when
offered and works well with others. Preferred Skills and Abilities
Candidate must be able to pass state property/casualty and life
insurance licensing or currently hold licenses. Pre-licensed with
sales experience HIGHLY desired. Previous customer service
experience in a high-traffic field preferred. Experience with
Microsoft Office Suite and general Windows OS Navigation. Strong
analytical and conflict resolution skills. Desire for personal
growth. Likes to have fun and thrives in a positive work
environment Benefits Paid holidays a year ( New Year---s Day, Labor
Day, July 4th, Memorial Day, Thanksgiving, day after Thanksgiving,
half-day Christmas Eve, Christmas Day ). 10 Days Paid time off.
Health insurance stipend. (No Waiting Period) Candidates are
reimbursed for licensing fees if not previously licensed already.
(paid after 90 days) Benefit Conditions: Waiting/Probation period
may apply Only full-time employees eligible Work Remotely No.
Preferred candidate will have a desk in the agency. Can be
accommodated on an "as needed" temporary basis. Job Type: Full-time
Company Description The Adam Thompson Agency represents Farmers
Insurance Group and we focus on insuring and managing our clients
everyday risks so they don't have to.
Keywords: Adam Thompson Insurance Agency LLC, Littleton , Customer Service Representative, Hospitality & Tourism , Littleton, Colorado
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