Customer Service Representative
Company: ADP Ventures
Location: San Antonio
Posted on: November 22, 2020
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Job Description:
The personal lines customer service representative performs the
tasks and duties that support the service needs of clients and
agency management. Service responsibilities are to be assigned, and
encompass marketing activity, client service, support, and
reporting/analytical, and administrative functions. Production and
quality standards must be met and maintained. Cross-sells and
supports new business sales efforts. Ensures completion of
requested account and policy updates and changes. Answers sales
calls and quotes and issues policies changes according to business
need. Reviews and processes renewals, recommending coverage
enhancements as applicable. Informs clients of policy changes,
exclusions of coverage, and insurance coverage needs. Handles
daily/monthly reporting requirement related to agency management
system and agency operational requirements. Analyzes reports and
reconciles discrepancies. Assists in auditing work product to
ensure policies and procedures are compliant. Completes any other
job related duties needed to help drive to our Vision, fulfill our
Purpose, and abide by our Organization's Values.Bachelor degree in
Business Administration or equivalent education and/or experience.
Minimum of four (4) years of personal lines insurance experience,
or equivalent in a related field. Experience using Vertafore AMS
360 agency management system. Full knowledge of personal lines
insurance products and usages. Able to maintain confidentiality and
perform within time constraints. Able to work in flexible and high
volume environment. Knowledge of Microsoft Word and Excel. Able to
perform a large number of steps in complex system with accuracy and
speed. Able to assist new business sales and & retain existing
business. Able to communicate verbally and in writing to explain
complex issues and interpret complex information, and respond
appropriately.
Keywords: ADP Ventures, San Antonio , Customer Service Representative, Hospitality & Tourism , San Antonio, Texas
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