BHC Insurance: Customer Service Representative- Commercial Lines

Posted: 11/03/2024

The Customer Service Representative Assistant will perform the essential duties of this position, which include working closely with the CSR and Producer in servicing a book of business. Make BHC Insurance the best in our business

Duties
- Answer incoming customer calls and emails promptly and professionally
- Follow-up on activities and correspondence to insure the client’s needs are satisfied.
- Process orders, returns, and exchanges accurately in the system
- Handles normal account service activity including endorsements, audits, invoicing, certificates of insurance, evidence of property, claims, etc.
- Utilize phone etiquette to ensure positive customer interactions
- Conduct data entry tasks with precision and attention to detail
- Assist CSR as directed.
- Performs functions on EPIC Management System proficiently.

-Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to producers or clients as directed.

-Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.

-Continued education in insurance knowledge through agency approved courses or programs.

Skills
- Strong communication skills to interact with customers and team members
- Ability to analyze customer needs and recommend appropriate solutions
- Proficiency in English; bilingual or multilingual abilities are a plus
- Experience in sales or customer service is advantageous

Join our team and be part of a dynamic environment where your contributions make a difference!

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 37.5 per week

Benefits:

 

  • Flexible schedule
  • Work from home

 

Shift:

 

  • Day shift