CUSTOMER SERVICE REPRESENTATIVE
AGENTS OFFICE
JOB SUMMARY:
The Customer Service Representative will be the primary contact between the client and their agent. This position is integral in bridging the communication gap between the client and their agent to ensure excellent customer service is provided to all parties. The nature of this position requires an obligation to maintain confidentiality.
ESSENTIAL FUNCTIONS:
Assist agent in cross selling of insurance products
Provide superior customer service through consistent follow through on customer transactions and resolve clients concerns as needed in a professional manner and telephone etiquette
Accept premium payments from clients and properly account for all monies received
Perform office administrative functions
Maintain and update records on clients
Answer incoming telephone calls
Assist walk-in clients
Receives incoming mail and distributes/ processes outgoing mail
Order and maintain supplies
SKILLS NEEDED:
Excellent communication skills – written, verbal and listening
People-oriented
Self-motivated/Self-starter
Organizational and multi-tasking abilities
Exceptional customer service skills
Ability to work in a team environment
Ability to work independently, but also willing to assist others as needed
Solid keyboarding and computer skills
Work experience using MS Office Products
Ability to prioritize work in a busy environment to complete work accurately and timely
Demonstrated ability to work with confidential information
Honest and ethical decision making
Demonstrate positive and supportive attitude
MINIMUM EDUCATION/TRAINING REQUIREMENTS
High School diploma or equivalent required. Combination of formal education, training and experience to acquire knowledge and skills generally equivalent to those possessed by a four-year college graduate preferred
Required to obtain Property/Casualty Agents License within 6 weeks of hire
MINIMUM EXPERIENCE REQUIREMENTS
General office experience with emphasis on attention to detail and problem solving
Good public relations skills
SCOPE OF CONTACTS
KFB County Board
Kentucky Farm Bureau State Office
Insureds, claimants and general public
Claim District Office