Customer Service Professional - Personal Lines (radius Insurance Group)

Role.

As a Customer Service Professional, you will be responsible to help grow and maintain our Insurance Agency by actively living out our Customer Obsessed core value. In the insurance agency business, renewals of existing policies are critical to the agency’s success. This role will focus primarily on serving existing customers and putting into practice the knowledge and skills necessary to maintain and increase the renewal of that business. Specific responsibilities may include but are not limited to:

NexGen Training Phase:

• Contribute to the success of the Customer Obsessed Service Team through assigned Customer Service Workflow task.
• Learn about all aspects of the Agency’s operations in order to have a solid foundation from which to advance professionally into future roles
• Prepare for and pass the Massachusetts Property & Casualty Agent exams

Customer Service Professional:

• Serve as the agency’s primary customer-facing point person for existing customers
  • Take personal ownership for resolving customer inquiries;
  • Through both behavior and communication, instill confidence that “you’ve got this”;
  • Using customers’ preferred media, respond in a professional, timely manner to all inquiries;
  • Scrupulously maintain customer records and information
  • Contact clients to confirm receipt and /or request return of completed forms;
  • Advise clients on new and/or additional insurance needs while explaining coverage’s;
  • Align with radius’ core values; and
  • Other duties as assigned

Secondary Duties (as required).

• Administrative, agency systems upkeep tasks

Impact Metrics.

• Renewals: Renewal rate of assigned customer accounts
• Velocity: Consistently meet/exceed service turnaround times)