This is a hybrid position requiring 1 day per week in office in Coppell, TX. Job Profile Summary The Customer Service Representative plays a pivotal role in servicing our established customer base by efficiently managing incoming service requests and creating cross-selling opportunities. Additionally, they provide support to new home sales agents during periods of high volume or when additional coverage is needed. This position entails proficiently managing various communication channels, including phone calls, emails, and website inquiries, to ensure prompt and effective resolution of customer inquiries and concerns. Primary Job Responsibilities Maintain a concern for timeliness and completeness when interacting with clients or insurance company partners to create a positive experience. Open, cancel and update customer policy information based on requests received. Document all activity in on-line client file to ensure quality and responsiveness. Assist Sales Agents with soliciting and selling of homeowner’s, dwelling, fire, earthquake, flood, condo, renters, windstorm and umbrella policies to new mortgage loan borrowers, builder clients, existing portfolio accounts and referral customers; via direct mail, telephone, and telemarketing efforts. Identify opportunities for increased business by effectively presenting sales information, analyzing and communicating results, building and maintaining internal and external relationships and providing information and tools that support the achievement of new business. Personally, provides prompt, efficient, high-quality service to all customers. Resolve product or service problems by clarifying the customer's complaint and offering recommendations. Provides suggestions about other products and services based on client needs. Other duties as assigned. Scope Decision Impact: Individual Department Responsibility: None Budgetary Responsibility: No Direct Reports: No Indirect Reports: No Physical Requirements: Not applicable Required Education/Experience Minimum High School diploma or equivalent Minimum 1 – 2 years in a client contact center or previous customer experience preferred Required Licensing, Registration and/or Certifications Property and Casualty Insurance license preferred Required Skills/Knowledge Ability to effectively multitask and prioritize workloads, ensuring timely completion of tasks while meeting deadlines Demonstrated proficiency in interpersonal communication and collaboration within a team environment, facilitating knowledge sharing and efficient workflow management Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Experience using an Agency Management System preferred Exceptional verbal and written communication skills Problem Solving Skills Sales skills preferred but not required Ability to learn insurance products and grow in product knowledge Ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms
1. **Vertex Integration with SAP S4HANA**- Lead the integration of Vertex with SAP S4HANA. - Ensure seamless data flow between Vertex tax engine and SAP S4HANA systems. 2. **Vertex Configuration**- Configure Vertex to align with business requirements, ensuring...
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...relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry...
...a global search for a Principal Officer, Legal Affairs and Senior Counsel.Organization:... ...Oil's Joseph Pew and his wife, focuses on research and projects in various areas including... ...Tuesday and Wednesday in office presence. Remote candidates will not be considered.Compensation...
Company DescriptionJob DescriptionThe New York County District Attorney's Office (DANY) is seeking a Victim Services Advocate to join its Survivor Services Bureau (SSB) as part of the newly established Early Engagement Team (EET). This innovative team, within the Special...