Client Service Representative/CSR

Our office is expanding and we are looking to hire the right individual to join our Team in providing outstanding customer service. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintaining knowledge of our products, answering any questions our clients may have, and looking for cross-selling opportunities in our client surance industry or office experience and knowledge are not required but would be a greater benefit relating to customers at the beginning for this position. Compensation is base pay PLUS Bonus opportunities.BenefitsHourly Base Salary + Commission + Bonus OpportunitiesPaid Time Off (PTO)Flexible ScheduleHands on TrainingCareer Growth OpportunitiesMon-Fri ScheduleResponsibilitiesProcess customer policy change requests.Secure all Trailing Documents from customers.Handle all incoming claim calls from plete Evidence of Insurance requests.Document each customer contact in APEX.Immediately greet all customers, entering the office, in a friendly and helpful manner.Take premium payments from customers.Treat each customer contact as a cross and up-sell opportunity.Schedule appointments for sales staff to meet prospective customers.RequirementPossess a genuine willingness to learn, be intuitive and resourceful, and be coachable.Possess an upbeat, positive and enthusiastic attitude.Proficiency in multi-task, follow-thru, and follow-up.A Property & Casualty license is preferred but will train a good individual.Professional phone etiquette.Great Customer Service Skills.Problem-Solving Capabilities.Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe

Created: 2025-12-03