Client Services Representative

Company Description The Kevin Robertson Agency, LLC was built on a foundation of trust and respect, dedicated to making a difference in the communities, striving to get better every day and creating long-term relationships. We will provide the ultimate client experience to ensure your personal assets are protected. Our goal is to listen, educate and provide the proper insurance solutions.Position Description The Client Service Representative supports the Agent and plays a key role in creating a simple and elegant service experience for our clients and potential new clients. Client Service Representative identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.Specific responsibilities may include, but are not limited to:Job RequirementsIdeal candidates may have 1-3 years of experience working in the insurance industry.Excellent communication skills with the ability to develop and maintain strong relationships with clients, prospects, and team members across the organization.Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment.Proficiency in using Microsoft Office (Outlook, Word, Excel). Customer ServiceProvides personalized, professional customer service experiences through building trust and developing strong customer relationships. Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures.Processes changes to existing accounts and policies. Serves as a liaison on behalf of the customer between the agency and various business partners.Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressedand satisfied.Agency Operations Schedules appointments with existing or prospective customers for Agent.Performs daily administrative functions to assist the agency.Assist with cash handling and banking activities.Insurance Sales Participates in reviews of existing coverages and may advise customers regarding policy options.Estimates and quotes policy premiums complying with underwriting guidelines.Identifies cross-selling opportunities during customer interactions and takes appropriate action.Contacts appropriate business partners for guidance when needed.Education/Licenses/Designations Property/casualty licenses (life and/or health to be determined by the agent). Licenses must be maintained to continue employment.

Created: 2025-02-15