Customer Service Representative

We are offering an exciting opportunity for a Customer Service Representative in the insurance industry, based in Sarasota, Florida. This role operates in a dynamic workplace environment where your responsibilities will include processing customer applications, maintaining accurate records, and resolving inquiries.

• Accurately process customer credit applications to ensure efficient service
• Maintain customer credit records with the utmost precision
• Actively listen to customer concerns, displaying empathy and understanding
• Effectively read, analyze, and interpret procedures and documents
• Stay updated on marketing campaigns to handle related inquiries using available resources
• Efficiently solve practical problems and handle various tasks
• Report any discrepancies in procedures or policy details to management
• Adhere to instructions delivered in written, oral, or diagram form
• Undertake any other duties as required
• Manage inbound customer calls, providing excellent service.
• Minimum of 1 year experience in a customer service role within the insurance industry.
• Solid experience in using CRM systems for managing customer relationships.
• Proficiency in generating reports using Crystal Reports.
• Experience in data processing and management.
• Knowledge of About Time software for efficient time tracking.
• Ability to handle and resolve customer queries through inbound calls.
• Understanding of buying processes within the insurance sector.
• Experience in cash activity management and cash handling.