What are the responsibilities and job description for the Customer Service Representative position at Ballenger LLC DBA Ballenger Insurance?
Job Description
Insurance Account Manager/ CSR
Benefits
Responsibilities
- Pre-qualifies and analyzes prospects' coverage needs. Recommends coverage's and prepares rating quotes and proposals to sell new accounts.
- Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contract.
- Educates new and existing clients to insurance coverage and limitations.
- Actively seeks referrals from current client base to solicit for new business prospects.
- Completes applications for insurance and has insured sign them. Submits to eligible and appropriate carriers, and follows up to ensure timely receipt of policies and other needed information.
- Performs other customer service like tasks.
- Always meets service and quality standards adopted by the agency.
Requirements
2 - 4 years of insurance experience with an active Idaho Property & Casualty Insurance License
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