Customer Service Ambassador

hace 2 semanas


San Juan, San Juan, Puerto Rico Abe Rader Insurance Agency, Inc. A tiempo completo

Customer Service Representative

We are seeking a detail-oriented and friendly Customer Service Representative to provide excellent customer service to our clients. The ideal candidate will have strong communication skills, both written and verbal, and be able to handle difficult situations with customers and solve problems without direct supervision.

Responsibilities:

  • Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
  • Answer customer calls and correspondence regarding new or existing insurance policies.
  • Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage.
  • Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.


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