Customer Services Specialist @ ONE FINANCIAL NETWORK
Be part of a successful and rapidly growing service team for a national insurance agency committed to helping families and individuals protect their homes, automobiles, and other valuable assets. Help assist our clients with service inquiries including policy changes, billing questions, and the remarketing of existing clients to new insurance carriers. The position requires knowledge of the property and casualty insurance industry, superior phone communication skills, exceptional listening skills and creative problem solving.
Duties Include:
Receive inbound calls to assist new & existing customers with inquires while making changes to policies as needed, documenting these changes in our agency management system and setting follow-up notices if needed
Identify opportunities to up-sell and cross-sell
Process policies, collect electronic signatures, run customer & company policy payments
Respond to email service requests quickly and efficiently
Place outbound calls to follow up customer inquiries, payment reminders, mortgagee and lien updates
Process requests for insurance binders on new business quickly and efficiently•
Send follow up communications to new and existing clients for payments and underwriting notices
Complete special projects as requested
Communicate efficiently with customer service team members, producers and management
Superior knowledge of Microsoft Word, Excel & Outlook
Required:
P & C license preferred but not required
College degree preferred but not required
2 or more years of related experience in agency customer service
Knowledge of personal lines coverage forms, products, pricing tools and underwriting criteria
Questions? Contact:
Lucas Karschnik
Talent Acquisition Specialist
ONE FINANCIAL NETWORK
C: 612-810-1329
lucas@onefinancial-network.com