Customer Service Agent I

Job description

This role will work on a hybrid schedule which includes in office days Tuesday-Thursday and can be located in one of our locations of Merrill, Milwaukee, or Madison, WI. What you'll be doing: As part of a team, provide timely solutions to customers primarily through telephone and email inquiries while optimizing the customer experience. Provide comprehensive direction regarding insurance coverages and options, information as requested, and resolution for concerns. Documentation of all inquiries and actions taken is required. Process transactions, complete required forms, and produce insurance documents. Determine eligibility for additional coverages and policies, including quoting and selling. On any given day, you'll: - Provide comprehensive direction and solutions to external and internal customers through written and verbal communication. - Promptly provide information in response to inquiries to handle and resolve concerns. - Create system documentation of all verbal/written interactions with a customer, including any actions that were taken. - Gather and enter system data to process transactions and produce contractually correct insurance documents. Document all decisions and...