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CSR - Customer Service Representative (Salem Location for commercial insurance or logistics)

Company: Avalon Risk Management
Location: Salem
Posted on: March 26, 2020

Job Description:

Customer Service Representative - Salem, MA
Avalon Risk Management is a specialty national insurance broker that focuses on products and services designed for the exciting international trade, transportation and logistics industry. We are looking for an upbeat, highly motivated self-starter to work in our Salem, Massachusetts regional office. This is a full-time exempt position that can promote career growth with the right aptitude and attitude!
We are looking for candidates with a customer service background of 1-3 years in an office environment (preferably within the commercial insurance and/or logistics industry). Candidates must be capable of multi-tasking, be detail-oriented, and reliable. To succeed in this position, you must possess strong organizational and follow up skills, the ability to work with a team or independently, and have excellent computer skills (MS Word, MS Excel, and PowerPoint). We would prefer a candidate with Agency Management System experience (like AMS360 or Applied Epic) but will train as necessary. Excellent written and oral communication skills are a must. We prefer candidates with a valid Massachusetts property and casualty license but will assist the right candidate to obtain the license.
The Customer Service Representative will provide customer service, sales, and administrative support to the service and sales team. This position requires contact with clients, prospects, insurance markets, business partners, and all levels of the Avalon organization. The primary focus of this role will be to provide service and support as outlined below:


  • Mastering all lines of business to provide excellent customer service to all clients
  • Interacting with clients as the liaison for Account Executives or to facilitate other job responsibilities
  • Communicate with appropriate markets and business partners to assist sales and service efforts
  • Managing service issues for clients, including product questions, billing questions, collection of premiums, new account set up, and account changes
  • Managing the client files and new policies, product lines, endorsements, and account changes
  • Prepare, process, and/or track reports and collect monthly production for clients and office
  • Assisting sales team with needs related to prospecting, cross-selling, binding, and renewing policies
  • Assisting with cargo quotes and bond approvals
  • Submitting quotes and proposals to clients and conveying approvals regarding limits and quotations (subject to documented levels of authority) within defined time frames.
  • Monitoring and facilitating claims for clients
  • Answering phones and assisting clients with service needs
  • Performing additional projects as assigned by management

    We are looking for a customer-focused individual that appreciates our mission to be a premier provider with innovative products and services for the specialty niche we serve. Successful candidates will need to complete a background check and pre-employment drug screening.
    Avalon has been honored with the Best Places to Work in the Insurance Industry for the past 8 years. Avalon offers a benefits package that includes health, dental and vision insurance plan through Aetna, 401K with an employer matching program, and tuition reimbursement for professional development. Avalon is an equal opportunity employer. To learn more about our company, visit www.avalonrisk.com
    Job Type: Full-time Salary: $35,000.00 to $40,000.00 /year Experience:

    • customer service in office environment (not retail): 1 year (Required)
    • Microsoft Office especially Word, Outlook, and Excel: 1 year (Required)
    • Agency Management Software like AMS360 or EPIC: 1 year (Preferred)
    • strong organizational and follow up skills: 1 year (Required)

      Education:

      • High school or equivalent (Required)

        Location:

        • Salem, MA (Required)

          License:

          • Massachusetts Property & Casualty (Preferred)

            Work authorization:

            • United States (Required)

              Additional Compensation:

              • Bonuses

                Work Location:

                • One location

                  Benefits:

                  • Health insurance
                  • Dental insurance
                  • Vision insurance
                  • Retirement plan
                  • Paid time off
                  • Professional development assistance
                  • Tuition reimbursement

                    Work environment:

                    • Office

                      Communication method(s) used:

                      • Email
                      • Phone

                        This Job Is Ideal for Someone Who Is:

                        • Dependable -- more reliable than spontaneous
                        • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction
                        • Detail-oriented -- would rather focus on the details of work than the bigger picture
                        • Autonomous/Independent -- enjoys working with little direction
                        • High stress tolerance -- thrives in a high-pressure environment

                          This Job Is:

                          • A job for which military experienced candidates are encouraged to apply
                          • A job for which all ages, including older job seekers, are encouraged to apply
                          • Open to applicants who do not have a college diploma

Keywords: Avalon Risk Management, Salem , CSR - Customer Service Representative (Salem Location for commercial insurance or logistics), Hospitality & Tourism , Salem, Massachusetts

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