Customer Service Agent

Company: The Gavigan Agency, LLC
Location: New Bern
Posted on: June 22, 2022

Job Description:

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 marketing activities.

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 claims.
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 documentation.
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 as needed.
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 experience.
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 simple calculations.
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 management systems.
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 Carolina.

Keywords: The Gavigan Agency, LLC, Jacksonville , Customer Service Agent, Hospitality & Tourism , New Bern, North Carolina