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800.362.2104 | contact@provalueins.com
A Day in the Life:
A Customer Service Agent (CSA) is a career focused and relationship driven position. It works professionally internally and externally, and must work cohesively as a team, as well as have a go-getter, supportive attitude. You work closely with the sales team and are responsible for aiding them with their sales and the servicing and retaining of our agency customers. The employee must be flexible with a service mindset and eagerness to support others.
As a licensed property and casualty agent, the CSA is a vital position in the operations department. You will spend a typical workday servicing insured accounts in a timely, resourceful, and professional manner. This is handled by phone, email, text, or in-person conversations with insureds, co-workers in all departments, or an underwriter of an insurance carrier. The types of service work you could perform include quoting and writing new business, changes to an existing policy, renewals, billing, and general insurance coverage/policy questions and processes.
The integrity of ProValue’s agency management system relies heavily on the customer service agent. Being able to comprehend and follow the agency procedures and workflows accurately and timely is a key part of the position. Documenting and managing your book of business in our agency management system is essential. The CSA must have adequate self-organization skills. Working 90-120 days out on renewals and a sense of urgency processing new business, changes, and daily workflows timely. The CSA must multi-task as a regular day-to-day function, as well as handle high peak season workloads. Daily, you will prepare applications, workbooks, and supporting documents; review documents and other information for completeness and accuracy, as well as submit prepared documents to the agency customer and appropriate insurance carriers.
A CSA is required and must want to learn and understand a wide variety of business industries including agribusiness, farming, main street commercial operations, and trucking. This includes a general knowledge of the various laws and regulations that are spelled out for each industry and the specific insurance coverages that would fit their businesses.
Employees who are successful in the CSA role are resilient and adaptable to constant change. They are task focused and goal oriented. They enjoy working ahead and do not get easily overwhelmed by managing lots of tasks and priorities. They thrive on working ahead and meeting deadlines. They enjoy working with other people and have a disposition that ensures positive interactions with others. The CSA position at ProValue Insurance is an extremely important role. It is more than just a job, it’s a career.
This position reports to a supervisor within the Operations Department.
What You’ll Need to Do This Job:
A high school diploma or equivalent, with 1-2 years of direct customer service experience required or an equivalent combination of education and/or experience.
Bilingual in Spanish is a plus.
Must have or be willing to obtain a government issued photo ID.
Have or be willing to obtain the appropriate insurance licenses. Maintaining necessary Continuing Education and have the desire and ability to pursue professional designations, if approved.
Employee should conduct business in an ethical manner and be a person of the highest integrity and honesty.
Very dependable with a high sense of urgency.
High level of problem-solving ability.
Regular and dependable attendance to complete job tasks and responsibilities.
Quality data entry and the ability to use and understand technology including a computer, smart phone, tablet and various software programs and applications.
Diligently maintain the Agency Management System’s integrity.
This position generally works in an office environment but is occasionally exposed to outdoor conditions or other locations. Long periods of sitting, standing and computer work are required. The ability to speak, hear, and type is also required. You will regularly lift 20 pounds or less.
This position will also be required to perform other duties as assigned by management.
DISCLAIMER
This Job Description indicates the general nature and level of work expected. It is not designed to cover every activity, duty or responsibility required of the employee. This job description in no way alters “employment-at-will” and is not a guarantee of employment now or in the future.
I agree that I can perform the job as stated above and am able to work in these conditions.