Job Description—Customer Service Representative

Summary 

Customer Service Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service Representatives will analyze, clarify, and resolve policy and account-related questions. 

Client Relationship Management duties include but are not limited to:

• Must be licensed in P&C and Life/Health by the end of six months 
• Determine customer requirements and expectations in order to help the customer identify specific products and solutions 
• Solicit, sell, and negotiate new business po...