Job Summary:
The Customer Service Representative will assist in the production of new accounts and the retention of existing accounts. The Customer Service Representative will provide prompt, efficient, high-quality service to designated accounts in support of Agency activities and will show clients that they are respected and valued during all interactions. This is a work-from-home position. Though this is a work-from-home position, our agency has a strong team approach to all our activities.
Job Responsibilities:
1. Service and assist in the remarketing of current client policies
2. Look for cross-sell opportunities when speaking with clients
3. Complete Acord forms and COIs and ensure accuracy
4. Process change requests to existing policies
5. Assist clients in filing claims
6. Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe
7. Ensure that all payment verifications (for renewals and current month) are verified weekly
8. Ensure that all new business policies are submitted to appropriate carriers, clusters, and/or brokers.
9. Prepare rewrite/requotes for clients through companies no longer writing in the area or with substantial rate increase at least 30 days prior to renewal
10. Document all material conversations conducted with insureds and/or carriers in Ezlynx
11. Follow up on outstanding claims and provide assistance in their resolution as necessary
12. Receive and review all terminations and cancellation to determine action to be taken and take needed action within 24 hours of receipt
13. Other functions as assigned by management
Job Qualifications:
1. Must be an assertive self-starter
2. Possess a genuine willingness to learn; be intuitive and resourceful; and be coachable.
3. Ability to communicate professionally both orally and in writing in English
4. Display leadership skills, including the ability to delegate, engage, and inspire others.
5. Have a strong work ethic and leadership skills.
6. Must work well in a team environment
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Other Requirements
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Outlook, Word, and Excel.
Working Conditions
Fast-paced, team-oriented, client focused environment. Ability to be a part of a progressive team is vital.
Job Type: Full-time
Salary: Php35,000.00 - Php45,000.00 per month
Application Question(s):
- Do you know how to quote home and auto insurance in the United States?
- Do you understand management systems (specifically Ezlynx) and raters?
Education:
- Bachelor's (Preferred)
Experience:
- Home Insurance: 1 year (Preferred)
- Auto Insurance: 1 year (Preferred)
- Customer Service Representative: 3 years (Preferred)
- Team Lead: 2 years (Preferred)
- Property Insurance: 1 year (Preferred)
- Casualty Insurance: 1 year (Preferred)
