Customer Service Rep

Caldwell Insurance Inc. - American Family Insurance

Grand Junction (CO)

On-site

USD 22,000 - 30,000

Full time

14 days+
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Benefits offered by this job

401(k)
401(k) matching
Performance bonus
Competitive salary
Advancement opportunities
Training & development
Hourly pay rate + commission
Paid training
Paid Time Off

Job summary

Caldwell Insurance Inc. - American Family Insurance in Grand Junction, CO is seeking a Customer Service Representative to deliver exceptional service to potential and existing customers.

You will identify cross-sell opportunities and coordinate with sales specialists to support agency goals. You will respond to inquiries about coverages, billing, claims, or products, follow agency processes, and help maintain customer relationships.

Qualifications

  • Demonstrated customer service experience
  • Effective communication skills
  • Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
  • Solid knowledge and understanding of basic mathematical skills

Responsibilities

  • Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
  • Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
  • Drives customer satisfaction by following J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process
  • Processes change to existing accounts and policies
  • Serves as a liaison on behalf of the customer between the agency and various business partners
  • Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
  • Schedules appointments with existing or prospective customers for agency employees

Skills

Customer service
Communication
Mathematical skills

Tools

Microsoft Office Suites
Internet Explorer

Job description

Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Training & development

Benefits/Perks

Competitive hourly pay rate plus commission and/or bonuses

Paid training

Paid Time Off

Job Summary The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Responsibilities

Provides personalized, professional customer service experiences by building trust and developing strong customer relationships

Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures

Drives customer satisfaction by following J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process

Processes change to existing accounts and policies

Serves as a liaison on behalf of the customer between the agency and various business partners

Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.

Schedules appointments with existing or prospective customers for agency employees

Qualifications

Demonstrated customer service experience

Effective communication skills

Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)

Solid knowledge and understanding of basic mathematical skills·

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.

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