PFS Insurance Group Customer Service Rep
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Job Location:
Prescott, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
GENERAL SUMMARY:
Responsible for insurance sales and service to customers.
RESPONSIBILITIES AND DUTIES:
- Assists Senior Customer Service Representative with servicing customer account including phone calls and walk in customers.
- Completes insurance proposals and quotes for agents and producers.
- Issues binders endorsements cancellations/reinstatement notices etc.
- Prepares and distributes certificates of insurance.
- Maintain accounts on agency management system.
- Processes insurance claims and loss notices.
- Assistant Senior Customer Service Representative with renewals.
- Regular and reliable attendance.
- Assists with other job related duties as assigned by manager.
KNOWLEDGE SKILLS AND ABILITIES:
- Knowledge of insurance products and services.
- Knowledge of Microsoft Word Excel Powerpoint Outlook and Agency Software.
- Ability to communicate with customers and co-workers in a courteous and professional manner.
- Ability to multi-task and function as a team player.
- Ability to work with accuracy organization and attention to detail.
- Ability to operate various office machines including switchboard adding machine copy machine etc.
- Ability to cross-sell insurance products.
EDUCATION AND EXPERIENCE:
- High School diploma or equivalent.
- Proper insurance licenses.
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
More Details
More Details
Key Skills
- Typing
- Data Entry
- Customer Service
- Basic Math
- Computer Skills
- Windows
- Banking
- Upselling
- Pricing
- Sanitation
- Cash Handling
- Stocking
