Agency Service Representative
Core
Resolving escalated policyholder and agent concerns by partnering with local field leaders and internal departments to provide solutions for insurance clients.
Role type
Customer service representative (insurance carrier support)
Builds
White glove solutions for State Farm and other Top 10 carriers
Domain
Insurance / Auto Glass
Deliverable
client delivery
Required skills
Customer service experience, Microsoft Office (Word, Excel, PowerPoint), Salesforce documentation
Preferred skills
Salesforce experience
Responsibilities
Respond to emails, phone calls, and inquiries from agents and partners; document interactions in Salesforce; provide concierge service to Mega accounts; handle escalated concerns tactically.
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