THE WOODITCH COMPANY, INSURANCE SERVICES, INC.: Customer Service Representative

Company: THE WOODITCH COMPANY, INSURANCE SERVICES, INC.
Location: Irvine
Posted on: May 14, 2022

Job Description:

The Wooditch Group is more than an insurance brokerage - we are a customer service firm who provides risk management solutions.Our co-workers come from many different backgrounds, but we all have the same goal in mind: to be a determined advocate to our clients.This position is part of a team framework that provides support at every level.We give you the freedom to work autonomously, we empower you to learn and grow as a professional, and we will provide all the training.We are a boutique-style company, so your voice will always be heard.All our executives have an open-door policy, and we believe that success is always under construction!Desired Skills:Communication Skills: Excellent written and oral communication skills to communicate directly with clients, external and internal.Mutual Trust & Respect: The ability to know that if a task is given, it will be followed through accordingly. A "Team Player" attitude is essential.Attention to Detail: The successful candidate will have an extreme attention to detail; accuracy checking is a vital component of this position.Sense of Urgency: Timeframes and deadlines run the insurance industry. The ideal candidate will have a sense of urgency about tasks and will plan their workload in anticipation of deadlines."Will to Win":The candidate will do what it takes to assist in obtaining and retaining business. A star in the CSR role has the will to go above and beyond, when appropriate.Positive Attitude: Probably the most essential factor in customer service.Potential for Autonomy: After a "learning curve," the candidate needs to demonstrate the ability for handling a portion of the workload independently; however, team support will always be available.Ability to Assimilate Basic Insurance and Customer Service Knowledge: This can be taught rapidly "on the job" for the right candidate. The key here is the aptitude of the candidate and his or her willingness to learn, not necessarily the amount of time spent in the industry.Technology Proficiency: Proficiency in Microsoft Programs Required:Excel, Office, Teams, and Word. Proficiency in Zoom and Web Ex are strongly desired.Perks and Benefits:Medical, Dental, Vision, Short Term and Long Term Disability, TeladocLife Insurance and Supplemental Insurance401(k) with company matchPaid vacation and sick timeRoom for growth and promotion based on hard work and resultsCompensation:$45,000 $50,000 DOEPhysical Demands & Work Environment:Work is performed in a professional office environment.This role routinely uses office equipment such as computers and phones.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functionsJob Description:Working within a dynamic, fast-paced environment, the CSR handles the insurance servicing needs of a variety of corporate clients. This position will require direct interaction with a supervising broker and other service team members. Day to day job duties will include:Client and insurance carrier correspondenceMarketing and processing duties for new and renewal businessPrepare client proposalsInvoicing and financingPolicy checking and processing endorsementsProcuring Motor Vehicle RecordsVerification of accuracy on insurance carrier auditsCertificates of InsuranceSupporting the team by assisting with all types of administrative tasks

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