Customer Service Agent
Company: The Gavigan Agency, LLC
Location: New Bern
Posted on: June 22, 2022
Job Description The Gavigan Agency - Insurance & Financial
Services is seeking an experienced Customer Service Agent. The
successful candidate will be responsible for maintaining solid
customer relationships by handling personal and commercial
insurance coverage inquiries with speed and professionalism. - The
candidate will interact daily with customers, insurance carriers,
and fellow employees while conducting specific service and
The ideal candidate will have P&C insurance industry
experience, strong attention to detail, and superior customer
service skills. The candidate must also have excellent
organizational, communication, and problem-solving skills.
The candidate must: Answer customer calls and correspondence
regarding new or existing insurance policies and service all
Work with prospects to pre-qualify and understand their needs,
gather necessary data, research policy options, present options,
finalize and bind new coverage, cancel old policies, and negotiate
with carriers when necessary.
Set appointments and/or client calls to review existing policies,
revise liability limits, explore other coverage needs, evaluate
replacement costs, round out accounts, and bind renewals.
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
Actively solicit increases in coverage or rounding out accounts at
every service contact.
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, following up to ensure resolution.
Maintain records of customer interactions and transactions,
recording details of inquiries, comments, and actions taken in
agency management system.
Collaborate with team members, mentor staff, provide expertise and
answer questions, and participate in formal and informal meetings
Participate in agency marketing activities, meet with carriers,
attend CE sessions and other agency functions.
Perform administrative duties as needed such as answering phones,
opening mail, and greeting visitors.
Requirements: Hold a North Carolina Property and Casualty Insurance
License, and have personal lines insurance account management
Demonstrate strong knowledge of insurance products and usages,
rating procedures, underwriting procedures, coverages, and industry
operations to effectively manage, maintain, and write assigned
clients and prospects.
Demonstrate strong customer focus, people orientation, and written
and verbal communication skills.
Display a positive, helpful attitude to help create a friendly,
caring environment for clients and co-workers.
Be a self-starter with excellent time management skills with a
personal accountability mindset.
Possess excellent math and reading skills to accurately perform
Have strong attention to detail, organization, multi-tasking, and
follow up skills.
Have the ability and tact to handle difficult customer phone calls
and solve complex problems without direct supervision.
Have technology and computer proficiency, including agency
This agency is independently owned and operated. Your application
will go directly to the agency, and all hiring decisions will be
made by the management of this agency. All inquiries about
employment at this agency should be made directly to the agency
location and not to the Independent Insurance Agents of North
Keywords: The Gavigan Agency, LLC, Jacksonville , Customer Service Agent, Hospitality & Tourism , New Bern, North Carolina
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