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Customer Service Representative I

Customer Service Representative I

Sunstar Insurance Group LLCMobile, AL, US
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Job Description

Job Description

Primary Responsibilities :

  • Reviews Policies for accuracy and completeness
  • Follows up with clients and insurance companies regarding insurance policy outstanding items (e.g. outstanding A / R, copies of policies, endorsements, etc.)
  • Issues Certificates and Auto ID Cards
  • Makes general changes to client information within agency management system

Add / Delete : Vehicles, Drivers, Equipment, Locations, etc.

  • Inputs client policy transactions in accordance with company guidelines
  • Documents all activity related to a customer / policy in agency management system
  • Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
  • Provides prompt, accurate, and courteous service to customers, producers, client executives and company personnel
  • Improves insurance skills and knowledge by seeking out educational opportunities
  • Desired Skills :

  • Possesses strong computer knowledge and skills including experience with Microsoft Office programs
  • Possesses excellent organizational skills, is detail oriented, problem solver, and self-starter
  • Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
  • Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
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