Bilingual Agency Customer Service CSR

Agency Support personnel are hired by Agents to maintain customer records and assist policyholders and prospects with questions and concerns. In the process of providing outstanding customer service and agency support, you’ll have opportunities to help people find the right coverage for their insurance needs! You’ll receive training and support as you handle a full scope of responsibilities, including customer relations, sales and marketing and agency office operations.

Although each agent has the discretion to determine your appropriate job duties and qualifications, an example of the types of duties and qualifications for the position include:

Customer Relations
Discuss insurance product offerings with current and potential customers
Maintain high customer service standards to attract and retain customers
Advise customer of claims and billing policies and procedures as needed
Respond to inquiries, issues and complaints
Sales and Marketing
Coordinate agency prospecting through direct mail, company prospecting programs and Personal Insurance Reviews.
Understand products, procedures and best practices for promoting policy growth and retention
Maintain information in the agency’s customer database
Agency Office Operations
Administer office practices and procedures
Schedule/confirm appointments for agent
Manage agency correspondence as required
Continue to maintain and develop knowledge of American Family products and services and support efforts to increase agent business
REQUIREMENTS
Qualified candidates will possess:
Outstanding customer service and people skills
Must obtain a Licenses in property, casualty, health and life
Organization, prioritization, and multi-tasking skills
Demonstrated oral and written communication skills
PC skills; experience with Windows-based computer applications a plus
Ability/desire to work in small business environment
Ability to learn American Family products, services, and computer systems
Minimum of a High School diploma or equivalent
Prior insurance experience is not required