Persons Lines Customer Service Representative
Our client, who is a well respected Insurance Agency, has Retained The Carlisle Group to conduct a search for a Personal Lines Customer Service Representative in the State College Pennsylvania area.

• Accountable for high standards of service and responsiveness to ensure fulfillment of external and internal client needs.
  • Prioritizes internal or external customer requests and ensures appropriate resolution in a timely manner
  • Ensures a quality customer experience by being prompt in recognizing customers, greeting the customer, calling them by name, and conveying a friendly demeanor, in person or via the telephone
  • Improves customers’ experience by ensuring that the customers are attended to promptly and their challenges are resolved efficiently
  • Ensures customer resolution through collaboration with other areas as required
  • Nurtures a culture of engagement through day-to-day interactions among the team
• Responsible to serve and support the personal line insurance client service needs, as assigned.
  • Answers agency phone lines and greets agency customers
  • Generates documents and produces correspondence to satisfy client service requests.
  • Generates and faxes documents and correspondence to appropriate financial institutions and auto dealers
  • Assists clients in submitting first reports of claims
  • Processes changes to insurance policies as requested by customers.
  • Receives information from prospective phone or walk-in individuals and existing customers wishing to receive quotes for insurance products.
• Maintains orderly electronic files and information, following agency standards.
  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Actively refers clients to associated Kish business units for solicitation of new business
  • Commercial Lines Department
  • Financial Services
  • Travel
  • Bank
• Solicits additional lines of personal insurance as required to ensure client’s needs are fully met.
  • Reviews client info to ensure client is fully insured (e.g. auto, home, etc.) – e.g. former language – “round out clients’ accounts”
• Maintains agency supplies from insurance companies, including.
  • Change forms, quote forms, payment sheets and company envelopes.
  • Orders forms and sales support items from insurance companies.
• Keeps informed regarding industry information, new product information, coverage’s and technology to continuously improve knowledge and stay current.
  • Attends associated webinars and CE training as assigned

Details