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Customer Service Representative

EPIC Brokers

This is a Full-time position in Baton Rouge, LA posted July 16, 2021.

Title: Customer Service Representative, Select Commercial FSLA: Non-ExemptLocation: position can sit in Melville, Westhampton, Pearl River, NY or Fairlawn, NJ.Position Overview: Responsible for providing superior customer service to all clients, carriers and sales executives.Critical Job Functions: Answer and respond promptly to client inquiries via phone, mail and e-mail, in professional and courteous manner, adhering to agency guidelines.Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Worksmart.Prioritize work flow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations.Accurately process policy changes on carrier websites or via email.

Follow up with carriers to ensure all applications and policy changes are processed in a timely manner.

Assume ownership of customer concerns and feedback until a successful resolution is achieved.

Review client exposures, loss experience and current coverage and provide proactive solutions.

Recommend appropriate products and services Remarket accounts according to agency guidelines.

Consider the current program and if warranted, provide other options to the client.

Assist with the solicitation of new accounts and retention of existing accounts.

Looks for new sales opportunities by cross-selling Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards Work well within the team and contribute to the team effort by openly sharing insurance knowledge.Skills & Qualifications: Minimum three (3) year prior insurance experienceStrong customer service skills with an ability to assess insurance coverage needsExcellent communication and diplomacy skills to resolve client issuesArticulate, well organized and focusedGoal oriented and highly motivated and resourceful to achieve resultsAbility to work independently, as well as in a team environmentProficient in Microsoft Office and relevant company proprietary databases Educational requirement: College graduate or experience equivalent.Broker’s license is required / can be obtained once hiredInsurance designation, preferred Cook Maran & Associates, Inc.

is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin or any other classification as may be protected by applicable law.

We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education and experience.WHY JOIN US?

15th Largest Broker in USVoted ” Best Place to Work” in the Insurance IndustryAwesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience.

We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.

It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

An Equal Opportunity/Affirmative Action Employer.

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