Client Service Representative

Employment Type

: Full-Time


: Miscellaneous

Overview Summary Client Service Representatives work alongside the agency owner to provide a positive client experience to all client advocates. Client Service Representatives play an integral role in the communication process of an agency through discussions surrounding policies, payments, underwriting guidelines, and marketing initiatives. This position will aid in new business growth of the agency through cross-selling of multiple lines of business, and increased retention through consistent follow-through of job related tasks. Responsibilities Job duties include (but are not limited to): * Determine client needs and expectations, and deliver resolution in a timely manner * Assist in the Advertising and Marketing campaigns of the agency * Document files of client interactions and transactions * Pivot to additional lines of business and secure appointments for the agent/sales associates * Record and report loss information to Claims, while following-up after the process to ensure client satisfaction * Multitask and handle complex inquiries * Secure insurance license within the requested timeframe of the agency * Perform other duties as assigned Once the Client Service Representative secures his/her license, other duties may follow such as: * Quote and process new business submissions * Effectively field underwrite and secure quality business for the agency * Follow-up on 'action needed' items from the Underwriting team * Review renewals and prepare proposals for the Agent's Professional Insurance Review * Prospect for new business opportunities * Measure the agency's sales results vs. goals * Coordinate and schedule team meetings Qualifications Expectations Here, we promote a winning office culture through team work, effective communication, and collaborative goal setting. We offer competitive compensation, and other incentive based pay dependent on performance at both the individual level, and team level. Requirements * Insurance experience preferred, but not required * Possess the ability to solve complex situations in a professional and respectful manner * Ability to multi-task in a fast-paced environment with attention to detail and follow-up * Strong communication and organizational skills * Self-starter, takes initiative with little direction * Proficient in computer operation systems, such as Microsoft Office: Word, Excel, and Outlook * Current and valid insurance license or eligible for licensure * This position is offered through an independent contractor representing American National and is not a contract or offer of employment with American National.

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