Customer Service Representative
Yanira Torres Sanchez
• Provide consistent, accurate, and timely communication to clients (US based) through verbal and written correspondence.
• Call new and existing insureds for claims, quote and bind personal lines policies and retain accounts to deepen relationships with the client.
• Take information from clients about coverage, exclusions, and exposures; document electronic files accordingly.
• Respond to clients’ needs by producing binders, certificates, policies, and other related items.
• Maintain client files in the Agency Management System for processing all transactions.
• Process daily incoming mail, emails, voice mails, and faxes.
• Follow up to ensure timely responses.
• Renew policies by agency standards.
• Maintain client files accurately and consistently documenting conversations.
• Adhering to all other automation procedures.
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Posted Aug 2, 2023
Managed customer correspondence, providing prompt and professional responses to address inquiries and resolve issues effectively.
