Summary: To help accomplish the Mission and Vision of Kraus-Anderson Insurance by providing unparalleled customer service by exceeding each unique client request, resulting in high levels of retention and additional sales through account rounding and cross-selling. Commit to personal growth in both technical expertise and industry knowledge.Essential Duties and Responsibilities:Understand and actively work toward agency goals and strategiesUnderstand and actively round accounts by offering additional agency servicesProvide support to the Commercial Lines Department.Daily Certificate processing.Process renewal templates, certificates, and auto ID cards.Daily pulling of documents from carrier sitesBackup Support for CSRs, Front Desk and Executive Administrative Assistant to include:Provide backup support to the Front Desk.Process mail.Copy, binding and scanning projects.Provide support to the Surety Department Kraus-Anderson internal communication.Kraus-Anderson Construction Certificate processing as requestedComplete additional projects as developed and assigned by your supervisor or management.Core CompetenciesLeadership: Lead by example.Communication: Communicate clearly and dynamically.Interpersonal: Treat people with respect. Work: Deliver the highest levels of excellence.Time Management: Schedule your time productively.Technical: See IT Core Competencies
Job Title
Customer Service Representative