Location: Clarksville,MD, USA
JOB TITLE: Customer Service Representative
EMPLOYER: Meck Insurance, LLC.
REPORTS TO: Brian Meck
SUMMARY: Responsible for all aspects of customer service to achieve customer satisfaction, quality service, and compliance with policies and procedures.
DUTIES AND RESPONSIBILITIES:
Organizes, directs, and monitors daily activities for new business, renewals, cancellations and customer service.
Answers phones, internet and all other new business inquiries and gathers necessary information for quoting purposes.
Processes insurance quotes and creates quote proposals for new prospects, existing customers and renewals.
Tracks, monitors and processes all client policy renewals.
Directs, implements, and maintains service standards.
Creates, tracks and manages compliance with all Standard Operating Procedures.
Develops expert knowledge of use and efficiencies with Agency Management software system, Xanatek IMS.
Develops, implements, and maintains programs/processes to enhance customer experience and satisfaction.
Performs front desk agent responsibilities as needed to process office, customer and vendor needs efficiently.
Prepares accurate and timely reports as required.
Supports sales, advertising and marketing efforts of agency.
Develops and maintains organized filing systems for all paper and electronic files of agency.
Manages all office functions including telephone, internet, I.T., office supplies, mail, shipping and all other office functions.
Receives, scans, files and sends copies of all new policies, auto ID cards and policy endorsements for all clients.
Tracks new business sources within agency management system.
Performs other related duties as assigned by management.
QUALIFICATIONS:
Bachelors degree (B.A.) or equivalent.
Two years related experience or equivalent.
Proven leadership and business acumen skills
Good judgement with the ability to make timely and sound decisions
Must be able to speak, read, write, and understand the primary language(s) used in the workplace.
Commitment to excellence and high standards
Excellent written and oral communication skills
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Acute attention to detail
Strong organizational, problem-solving, and analytical skills
Ability to manage priorities and workflow
Proficient on Microsoft Word, Excel and Power Point. Becomes efficient in IMS Xanatek Agency Management System.
Excellent customer service skills
Ability to understand and follow written and verbal instructions.
Professional appearance and demeanor
Ability to effectively communicate with people at all levels and from various backgrounds.
Property and Casualty License obtained within 90 days of start date
Attention to detail, Strong organization skills and accuracy are absolutely essential to this role.
COMPETENCIES:
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.