Customer Service Representative - Sarasota, FL

Sarasota, Florida
Based on Experience
Jan 19, 2018
Mar 20, 2018
Customer Service
Job Type
Full Time
Career Level
Entry Level

General Description:

Provide overall phone customer service for insureds, agents and internal company personnel.  Responsible for  performing different policy level transactions (example: cancellations, policy changes) as instructed and within level of authority. Participate in team projects as instructed and necessary to maintain First Class customer service. 

Essential Duties and Responsibilities:

  • Complete customer’s transactional requests within applicable policies and identify opportunities requiring a transfer to another area.
  • Respond to customer questions accurately demonstrating expertise and knowledge of products and processes.
  • Actively listen to customer issues or questions showing interest and displaying empathy for the caller’s situation.
  • Read, analyze and interpret procedures and documents.
  • Remain current on new marketing campaigns in order to respond appropriately to marketing related inquires using all available resources/tools.
  • Solve practical problems and deal with a variety of concrete variables
  • Report discrepancies in procedures and policy details to management, as necessary
  • Interpret a variety of instructions furnished in written, oral, or diagram form

 Education/Skills /Experience:

  • High school diploma or equivalent
  • 1-3 years of related experience and/or training, agency experience preferred
  • Some college or post-secondary training in business operations or insurance is strongly preferred
  • Experience using Microsoft office products
  • Must be detail-oriented and possess good interpersonal and problem-solving skills
  • Must be flexible and able to adapt in a changing business environment with minimum supervision
  • Must be willing to work flexible schedules to support multiple time zones
  • Must possess strong communication, organizational and teamwork skills
  • Bilingual Spanish/English

Licenses and / or Certifications:

  • CSR/Agent 220 license
  • Insurance classes through AICPCU are preferred   


Similar jobs

Similar jobs