BISHOPBEND INSURANCE SERVICES – LICENSED CSR

In Search of a Commercial Insurance Customer-oriented service representative for an Independent Agency based in Texas with Multi-state operations. The Representative, or CSR, must be licensed, have strong communication skills and will provide product/services information, prepare new submissions, answer questions, and complete service needs which for customer accounts with accuracy and efficiency.

Basic Responsibilities will include but are not limited to:

•   Manage incoming phone calls
• Identify and assess customers' needs to achieve satisfaction
• Build sustainable relationships and trust with customer accounts through open and interactive communication
• Provide accurate, valid and complete information by using the right methods/tools
• Meet personal/customer service team sales targets and call handling quotas
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies

Requirements and skills:

• Property Casualty License
• Proven customer support experience or experience as a Client Service Representative
• Strong phone contact handling skills and active listening
• Familiarity with CRM systems and practices-preferably Hawksoft
• Excellent communication and presentation skills
• Ability to multi-task, prioritize, and manage time effectively
• High school diploma

Qualified and interested individuals should email Peggy Bishop at Peggy@bishopbend.com.