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Customer Service Assistant Commercial Insurance

FrankCrum Insurance Agency Clearwater, FL Full-Time
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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
Attention To Detail
Verbal Communication
Written Communication
Decision Making
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