Customer Service Representative (CSR)
Location: Broadview, IL
Job Type: fulltime
Company: Audwin S. Rowe Insurance Agency, Inc.
Salary: $40000.0 - $46000.0 per year
Category: Customer Service
Job Description Apply Now
Customer Service Representative (CSR) OverviewThe Customer Service Representative (CSR) plays an essential role in facilitating effective communication between clients and the company, while ensuring high standards of customer service and office support. As a CSR, you will utilize strong organizational and interpersonal skills to manage a wide range of administrative and client-facing tasks. This full-time position is ideal for individuals seeking to grow their careers in a professional office environment and who are interested in obtaining licensure as an insurance professional.
Key Responsibilities- Greet and receive visitors, ensuring a positive first impression and providing assistance as needed.
- Respond to routine telephone inquiries, directing calls and relaying messages promptly and courteously.
- Gather information from existing and potential clients to support business development and client relationship management efforts.
- Pivot clients to new product lines in collaboration with licensed team members, ensuring compliance and high-quality service.
- Prepare reports, records, and other documentation at the request of management or agents, maintaining accuracy and confidentiality.
- Establish and maintain both digital and physical files, ensuring that records are organized and easily accessible by authorized personnel.
- Requisition office supplies and maintain inventory to support efficient office operations.
- Assist in the training and onboarding of less experienced staff, sharing knowledge of office procedures and customer service best practices.
- Experience in various office support roles, demonstrating adaptability to different administrative functions.
- Working knowledge of secretarial and general office procedures, with a focus on accuracy and efficiency.
- Familiarity with operating terminals, personal computers, and peripheral equipment, ensuring effective use of technology in daily tasks.
- Strong understanding of grammar, punctuation, and syntax, particularly as they relate to preparing professional written materials.
- Excellent verbal and written communication skills, with the ability to interact effectively with the public and colleagues at all levels.
- Ability to exercise discretion and maintain confidentiality when handling sensitive information.
- Demonstrated flexibility in managing fluctuating workloads and shifting priorities to meet organizational needs.
- Motivation to become a licensed insurance professional, with support provided for the necessary training and certification process.
As a Customer Service Representative (CSR), you will be part of a supportive team environment that values continuous learning and professional development. This role offers the opportunity to develop a broad set of administrative and customer service skills, while also preparing for advancement within the insurance sector. If you are looking for a dynamic position that offers the chance to make a positive impact on customers and support business growth, this full-time opportunity is an excellent fit.
We are committed to providing equal employment opportunities to all qualified applicants and employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other legally protected status.