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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.
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.
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
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.