Icon hamburger
US
What job do you want?
Apply to this job.
Think you're the perfect candidate?
Apply Now
Thumsup

You’re being taken to an external site to apply.

Enter your email below to receive job recommendations for similar positions.
Dbd71b2d823e8f73541aa576cf4e8847

Customer Service Assistant Commercial Insurance

FrankCrum Insurance Agency Clearwater, FL Full-Time
Apply Now

FrankCrum Insurance Agency is seeking a Customer Service Assistant to support the team through excellent customer service by providing general office support in regards to commercial lines insurance while expanding your insurance knowledge.

Essential Duties

  1. Answer incoming phone calls
  2. Issues certificates of insurance
  3. Assist with the renewal process
  4. Review policies and endorsements to ensure accuracy.
  5. Supports team throughout the sales and servicing process.

Knowledge, Skills, and Behaviors

  1. Knowledge of company services and products.
  2. Knowledge of modern office methods and procedures.
  3. Skill to use and compose clear, comprehensive, and accurate verbal and written communication and reports.
  4. Skill to establish and maintain filing systems, format, proofread, edit documents, and perform calculations.
  5. Skill to use Agency Management Software 360, Word, Excel, and Outlook with proficiency.
  6. Skill to manage multiple projects.
  7. Skill to be organized, give attention to detail, and exercise follow up.
  8. Skill to research and analyze data and prepare recommendations.
  9. Skills to effectively plan, organize, and prioritize work assignments to meet deadlines.
  10. Ability to exercise professional judgment and initiative.
  11. Ability to maintain diplomatic customer/client relations.
  12. Ability to project an outgoing and service focused personality.
  13. Ability to maintain a positive and respectful attitude.
  14. Ability to consistently project a professional appearance and demeanor.
  15. Ability to listen carefully and respond to or refer customer requests and problems with diplomacy.
  16. Ability to understand and follow oral and written directions.
  17. Ability to be effective when working independently or cooperatively as a team member.
  18. Ability to draw logical conclusions and make effective recommendations.
  19. Ability to look for opportunities to apply new ideas, methods, designs, and technologies.
  20. Ability to use discretion in dealing with confidential matters and information.
  21. Ability to consistently report to work on time prepared to perform duties of the position.
Minimum Requirements
  1. High school education or equivalent.
  2. Previous customer service experience.
  3. Computer proficiency in Microsoft products
  4. Experience with Agency Management System (AMS360) preferred
  5. Must obtain a 4-40 license within 6 months
  6. Desire to grow in the insurance industry

Recommended skills

Self Motivation
Diplomacy
Attention To Detail
Verbal Communication
Written Communication
Decision Making
Apply to this job.
Think you're the perfect candidate?
Apply Now

Help us improve CareerBuilder by providing feedback about this job: Report this job

Report this Job

Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to our Trust and Site Security Team

CAREERBUILDER TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.