Classified Ads Title:
Universal Insurance Group - Client Services Representative - Full Time
Post Date
4/19/2023
Expiration Date
7/18/2023
Details:
Universal/GTA Insurance Group is HIRING!!
We are a relationship-driven independent insurance agency looking for an exceptional Client Services Representative (CSR) to join our fast-growing team. Our CSRs play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.
Job Description:
A Client Services Representative (CSR) builds relationships in and out of the organization, by providing general agency support and support to the agency's clients. You are the first point of contact for clients, handling their day-to-day questions, and other support services. You will assist in the production of new accounts and the retention of existing accounts and provide prompt, efficient, high-quality service to designated accounts in support of Producer activities.
Responsibilities:
Gather information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewal and/or binders for a designated account, as needed, within five days of receipt.
Conducts periodic service calls for designated accounts.
Answers agency phone calls, orders supplies, and conducts general office administration.
Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize the potential for errors & omissions claims.
Receives phone calls and office visitors requesting quotes.
Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
Makes minor policy changes for personal lines coverage as requested by the Agent.
Assists with the everyday flow in the agency including emails, downloads, expiration notices, and special projects.
Actively seeks referrals from current client base to solicit new business prospects; follows up to generate new business using prospect database and automation system.
Accounting and bookkeeping, as instructed by management.
Performs other functions as assigned by management.
Requirements:
High School Diploma or equivalent
Excellent communication skills both written and spoken
Proficient in Microsoft Office
High attention to detail
Learn new technology quickly
Flexible
Team oriented
Benefits:
100% employer paid Employee only health insurance
Employer Paid Life & AD&D
Employer Paid Short- & Long-term disability
PTO
Paid Holidays
401k with employer match
Voluntary Vision, Dental, and many other benefits!
About GTA Insurance Group:
Headquartered in Grand Island, Nebraska, GTA Insurance Group is a leading full-service insurance agency providing property and casualty, life and health, employee benefits, and crop products and services. From offices located throughout Nebraska, GTA's vast network of specialists provides peace of mind on what matters most and helps our customers protect their legacies. For more information, please visit gtagroup.com.
Follow the below link to apply!
https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=111735&clientkey=4D0900E8CCC730193F6092DABBE1CC38
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Website:
https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=111735&clientkey=4D0900E8CCC730193F6092DABBE1CC38
