Customer Service Associate Job at Baldwin Risk Partners
Provide timely, accurate and responsive information to our insureds in a team centric environment. Empowered to solve concerns with existing policyholders and able to identify insureds needs to ensure high customer satisfaction and retention of business.
PRIMARY RESPONSIBILITIES:
- Provide timely, accurate customer service by answering inbound calls, researching inquiries and responding to coverage, billing and policy related questions.
- Rewrite or generate new policies by recommending available coverages and products to meet client’s insurance needs.
- Continued professional growth by completing various corporate product training courses throughout tenure with Westwood.
- Build customer service knowledge by taking personal initiative for learning additional processes and client-specific procedures to support customers in secondary areas and provide comprehensive, well-informed responses to inquiries.
- Gain knowledge of department processes and procedures
EDUCATION AND EXPERIENCE REQUIREMENTS:
-
2 Years of Relevant Experience
- Customer service/operations experience
- Call center experience
- Insurance industry experience
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
-
Licenses/Certifications Property & Casualty Insurance LicenseSkills
- Apply problem solving skills.
- Understand customer needs and goals and actively look for ways to meet them.
- Communicate information in a clear, well-organized, and professional manner.
- Encourage and build mutual trust, respect, and cooperation among team members
- Follow established guidelines to focus on details and complete tasks attentively and thoroughly
- Retain customer accounts via re-write of existing policies.
- Demonstrate empathy and sensitivity.
- Professional and positive demeanor
- Adapt and be flexible in a complex changing environment
- Ability to simultaneously handle multiple accounts.
- Principles and processes for providing customer service, including customer needs assessment, meeting quality standards for services and evaluation of customer satisfaction
- Basic working knowledge of relevant systems and tools utilized in area of responsibility, including carrier management systems.
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