CorInsurance Customer Service Rep/Agent - Mitchell

Job Title CorInsurance Customer Service Rep/Agent - Mitchell
Reports To CorInsurance President/Branch Manager
Classification Non-exempt Full-time
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The CorInsurance Customer Service Representative (CSR)/Agent provides new, prospective, and existing customers with an exceptional insurance experience. This includes working with customers to provide risk based solutions to customers' insurance needs in a responsive, effective, and appropriate manner. This position also provides assistance to insurance and/or branch management as business and customer needs dictate.

Primary Duties

  • Provide customer service and hospitality activities including but not limited to responding to phone calls, emails, or in-person.
  • Provide customer resolution to possible questions or issues that may arise.
  • Provide insurance administration to include accurate and efficient processing, system data management and file documentation of transaction activity, and customer information and policies.
  • Provide quotes, issue policies, and process daily transactions.
  • Adhere to all Company and Insurer policies and procedures.
  • Demonstrates dependability, flexibility, timely responsiveness, and team support.
  • Respond positively and efficiently to other duties, responsibilities, and activities as may be assigned.
  • Maintain working knowledge of insurance lines and specialty lines as may be required.
  • Performs duties with high level of professionalism, ethics, confidentiality, and integrity.
  • Reports to work as scheduled, dressed professionally, and prepared to serve our customers.
  • Perform all duties being conscientious to regulatory, transaction, reputation, and cybersecurity risks to the business.

Skills Required

  • Combination of education and experience to perform essential function of position.
  • Possess all knowledge, skills, and abilities to perform the essential functions of the position with or without reasonable accommodation.
  • Insurance licenses preferred or must possess ability to obtain license within one year of position start date.
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