Customer Service Representative Benefits

Company: Kraus-Anderson Incorporated
Location: Burnsville
Posted on: May 28, 2023

Job Description:

Summary: To help accomplish the Mission and Vision of Kraus-Anderson Insurance by providing unparalleled customer service by exceeding each unique client request, resulting in high levels of retention and additional sales through account rounding and cross-selling. Commit to personal growth in both technical expertise and industry knowledge.

Essential Duties and Responsibilities:

• Understand and actively work toward agency goals and strategies
• Understand and actively round accounts by offering additional agency services
• Maintain Agency Management System - Carrier Contacts, Client Accounts, and policy information
• Maintain Quoting System, links to Agency Management System, annual census update, proposal documents and quote process
• Assist with Online Enrollment platform, updating census, plan creation, document management, carrier links
• Assist with Carrier platforms, pull renewals, rosters, claims data, and assist with renewal enrollment
• Provide Customer Service assistance
• Assist with department projects and events
• Complete additional projects as developed and assigned by your supervisor or management
  Committee Participation
  

• Consider participation in Shadow Board, Tech Team, Education Committee, or other Committees as assigned Core Competencies
  • Leadership: Lead by example.
  • Communication: Communicate clearly and dynamically.
  • Interpersonal: Treat people with respect.
  • Work: Deliver the highest levels of excellence.
  • Time Management: Schedule your time productively.
  • Technical: See IT Core Competencies
    Qualifications/Work Environment/Physical Demands:
    
    See Educational/Experience Chart
    
    See Office Class A Work Environment/Physical Demands Chart

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