Commercial Customer Service & Sales Representative
Company: ATR International
Location: San Diego
Posted on: January 26, 2023
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Job Description:
We are seeking a Commercial Customer Service & Sales
Representative for a very important client.SummaryCustomer
Service/Sales Representatives work to maximize positive customer
experiences by responding tocustomer inquiries regarding the
company?s products or services. They will communicate with internal
andexternal customers about basic underwriting guidelines,
policies, and marketing initiatives to service customeraccounts.
Additionally, Customer Service Representatives will analyze,
clarify, and resolve policy andaccount-related questions.CSR duties
include but are not limited to: Determine customer requirements and
expectations in order to help the customer identify
specificproducts and solutions Solicit, sell, and negotiate new
business policies Assist Agency Producers with their new business
Schedule appointments for Agency Producers to meet with clients
Review renewal business and identify appropriate follow-up action
based on degree of change Cross-sell/up-sell products to existing
customers Retain clients at point of cancellation Keep records of
customer interactions and transactions, recording details of
inquiries, complaints,and comments, as well as actions taken Assist
with the annual review process by contacting customers and
preparing personalized customercoverage recommendations based on
customer?s needs. Prepare renewal packets for Producers Create New
Business Packets Perform risk analysis and field underwriting
Requirement: The ideal candidate will possess the following
qualifications:Qualification Requirements Well organized and detail
oriented Customer focused Works well with underwriters/companies
Works well with Producers/Team P&C licensed Some management
experience preferred Four-year college degree and/or 5 years of
work experience within the industry Proficient in Microsoft Word,
Excel, Powerpoint, etc. Ability to use professional vocabulary and
grammar Keystroke 60 plus WPM with accuracy
Keywords: ATR International, San Diego , Commercial Customer Service & Sales Representative, Other , San Diego, California
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