The CSA responds to incoming telephone calls, emails and postal mail in addition to quoting and processing applications of new/rewrite business and manages the renewal review process in an effective and timely manner - incorporating account reviews and cross selling/upselling of current clients.
Responsibilities
Ensure customer satisfaction business growth and retention.
Ensure prompt response to communication from clients, vendors or staff.
Resolve client inquires & issues by identifying and uncovering the client's needs.
Manage client billing by effectively communicating with insurance carrier.
Initiate proactive communication with customers before their renewal.
Identify opportunities for up-selling customers on lines of business not currently underwritten.
Identify opportunities for cross-selling on lines of business not currently with the agency.
Execute the processing new and rewrite business applications.
Deliver high-quality customer service.
Qualifications
Indiana Property and Casualty agent's license is required.
Associate or bachelor's degree or equivalent business experience.
2-3 years of personal lines experience
Previous customer service experience.
Empathic listening skills and careful speaking skills.
Ability to use Outlook, in-house software systems.
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