Job Description

Job Description

Job Description

The Collin Edmonds Agency, an award-winning agency based in Dallas, TX, is a reputable insurance agency committed to providing exceptional service and comprehensive coverage to our clients. As part of our growing team, we are seeking a dedicated and customer-focused individual to join us as a Customer Service Representative.

Monthly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Gym

Bonus Opportunities

Client Communication:

• Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing information on insurance policies and coverage.
• Maintain a friendly and professional demeanor to ensure positive customer interactions.

Policy Management:

• Assist clients with policy changes, updates, and renewals.
• Educate clients on various insurance products and coverage options to meet their individual needs.

Claims Assistance:

• Guide clients through the claims process, providing support and facilitating communication between clients and the claims department.
• Collaborate with claims adjusters to ensure timely and accurate resolution of claims.

Documentation and Record Keeping:

• Maintain accurate and organized client records in the agency's database.
• Process policy documentation, endorsements, and other paperwork efficiently.

Problem Resolution:

• Proactively identify and resolve customer concerns, demonstrating a commitment to client satisfaction.
• Escalate complex issues to the appropriate channels for resolution.

Cross-Team Collaboration:

• Collaborate with sales and underwriting teams to ensure seamless customer experiences.
• Provide feedback on common customer issues to improve overall service quality.

• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational and multitasking abilities.
• Proficient in using customer relationship management (CRM) software.
• Knowledge of insurance policies and procedures is a plus.

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