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