Posted July 19th 2023
CSR (Customer Service Representative

​Job Description:
We are currently seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Representative at our insurance agency. As a Customer Service Representative, you will be responsible for providing exceptional service to our clients, assisting them with their insurance needs, and ensuring their satisfaction.

Responsibilities:

• Respond to customer inquiries via phone, email, and in-person regarding insurance policies, claims, and general inquiries.
• Provide accurate and detailed information about insurance products and services to clients.
• Assist clients in selecting appropriate insurance coverage based on their needs and budget.
• Process policy changes, endorsements, and renewals accurately and efficiently.
• Collaborate with the team to generate new business and cross-sell additional insurance policies.
• Investigate and resolve customer complaints or issues in a timely and professional manner.
• Maintain accurate customer records and update information as necessary.
• Stay up-to-date with industry trends and changes in insurance policies and regulation.

Requirements:

• High school diploma or equivalent; college degree preferred.
• Previous experience in customer service or a related field is preferred.
• Excellent communication skills, both verbal and written.
• Strong problem-solving and decision-making abilities.
• Proficient in using computer systems and software applications.
• Ability to multitask and prioritize tasks effectively.
• Attention to detail and accuracy in data entry and documentation.
• Knowledge of property and casualty insurance policies and/or licensed in P&C is a plus.

​Additional question may be directed to:
Dylan Hamel
504-293-5494
dhamel@twfg.com