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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

Keywords: Kraus-Anderson Incorporated, Burnsville , Customer Service Representative Benefits, Hospitality & Tourism , Burnsville, Minnesota

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