Customer Service Representative

Summary Provide clerical work and minor administrative and business detail.

Essential Duties and Responsibilities for CSR include, but not limited to :

• Provides insurance quotes and accepts insurance applications.
• Interprets policies and explains insurance coverages & procedures.
• Process changes to insurance policies.
• Assists with seeking new insurance business.
• Process payments for insurance policies.
• Assists with the negotiation and selling of insurance products.
• Reads and routes incoming correspondence such as mail, fax, etc.
• Produce and forward insurance verifications for vehicles and certificates of insurance for Agent.
• Greets visitors and conducts to appropriate area or person.
• Prepares outgoing mail and correspondence, including e-mail and faxes.
• Assist with answering phones, forward calls, and take messages as necessary.
• Organizes and maintains file system, and files correspondence and other records.
• Coordinates and arranges meetings, prepares agendas, reserves and prepares facilities, and records and transcribes minutes of meetings.
• Makes copies of correspondence or other printed materials.

County Duties :

Competencies To perform the job successfully, an individual should demonstrate the following competencies :

Reasoning Ability Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.