Customer Service Representative I - Axelon Services Corporation
Urbandale, IA
About the Job
Customer Service Representative I
6-Months
Must have P&C License in all 50 States
6-Months
Must have P&C License in all 50 States
| Description | An Account Manager I is an individual contributor, providing experienced, independent customer service support. |
| Role Function | Answers inbound calls and makes outbound calls. Sends and receives emails and completes transactions. |
| Responds to basic customer inquiries regarding products and services the Company offers. | |
| Researches customer inquiries and responds formally to correspondence, either verbally or in writing, utilizing all the resources necessary to provide an informed response to the customer. | |
| Requests additional/missing information from the customer via letter, text, or telephone call to answer customer inquiries. | |
| Documents client issues and escalates issues to appropriate parties to resolve. | |
| Navigates basic billing questions and escalates issues to appropriate parties to resolve. | |
| Issues Certificates of Insurance. | |
| Processes emails and diaries daily, with minimal errors. | |
| Reviews and discusses basic loss runs and retention with customers. Escalates when needed. | |
| Offers additional policies, cross sells when appropriate. | |
| Communicates professionally and provides direct feedback and support to peers when requested. Ex: AM Help Chat | |
| Maintains a minimum monthly status of "on track" performance in all assigned Key Performance Indicators (KPI): Quality, CSAT, CSAT Completion, Adherence, AAO, Grow and Retain, and Leadership. |
Source : Axelon Services Corporation