Customer Care Representative
Company: Edgewood Partners Insurance Center
Posted on: May 4, 2021
Position Overview: The Customer Care Specialist has the primary
responsibility of providing superior customer service to clients.
Our first objective is to retain existing clients. Critical Job
Functions: Respond promptly to client inquiries via phone, mail and
email in a professional and courteous manner. Strive to resolve all
inquiries during first communication with client. View every client
contact as an opportunity to impress our clients. Review exposures,
loss experience and current coverage. Provide proactive solutions
and recommend appropriate products. Follow department protocol for
taking the next call in the queue and return all calls as promised.
Document all verbal communications with clients and carriers in a
prompt manner. Records must reflect the current status at all
times. Assist with the solicitation of new accounts and the
retention of existing accounts. Look for new sales opportunities by
cross-selling. Develop a strong working knowledge of carrier
websites and utilize the sites to secure accurate and timely
information for our clients. Remarket accounts according to agency
guidelines. Consider the current program and if warranted, provide
other options to the client. Assume ownership of customer concerns
and feedback until successful resolution. Comply with all internal
procedures and practices while demonstrating the ability to meet
service performance and quality standards. Work as a team and
contribute to the team effort by openly sharing insurance
knowledge. Become a student of the business. Seek insurance
knowledge through training and education. Skills & Qualifications:
College graduate preferred. Excellent organizational and time
management skills. Strong customer service focus & communication
skills. Excellent diplomacy skills / ability to resolve issues.
Independent user of technology. Educational requirement: College
graduate or experience equivalent. Broker's license is required /
can be obtained once hired Why join us? 15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry Awesome
Benefits: 401K matching, unlimited Managed Time Off, Flexible Work
Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance,
Wellness Programs, Employee Award Programs (Trips!).
Keywords: Edgewood Partners Insurance Center, New Haven , Customer Care Representative, Other , Melville, Connecticut
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