Job Location:

Charlotte Area

Job Title:

Customer Service Reps

Job Description:

DESCRIPTION:

Seeking qualified CSR to represent out agency and build strong relationships with clients and realtors.

 

ESSENTIAL JOB FUNCTIONS:

        Provide superior service to our clients by promptly responding to their inquiries and addressing their individual needs to the products and services our agency provides.

        Complete price quotations and comparisons, for all the insurance companies we represent.

        Maintain individual customer files and process routine correspondence between our agency and the client or company, including preparing policy documents.

        Actively develop business for clients by soliciting policy customers for additional policy sales in a manner that is consistent with our agency marketing plans and agency procedures.

        Assist receptionist and other agency personnel when necessary.

        Field inbound calls from clients and realtors.

        Other job duties as assigned

 

 

REQUIREMENTS:

        Ability to adhere to agency procedures

        Excellent Communication Skills

        AMS software knowledge a plus

        Ability to multi-task in a fast paced environment

        Strong attention to detail

        P & L Insurance license preferred

        Desire to excel in your career

 

Contact Name:

Donnell Ainsworth

Agency/Company:

Allen Tate Insurance Services

Address:

 

6207 Park South Drive, #201

Charlotte, NC 28210

Phone:    

 

704-909-2342

Fax:

980-233-3976

Email:     

 

Donnell.Ainsworth@allentate.com

Job Number:  

 

1713

Date Posted:  

6/3/08