CSIP - Role of the CSR
Clients base their insurance decisions not just on price and coverage but also on the reputation of the brokerage and the quality of its customer relations. As a Customer Service Representative (CSR), your direct contact with clients places you in an ideal position to retain clients, build the client base through referrals, and cross-sell additional products and services, according to the needs of your clients. Add value to the bottom line of your brokerage with consistently high-quality customer service in all market conditions. Gain confidence and new ideas to not only meet but also exceed your clients' expectations.
- Define client service
- Develop excellent telephone and communication skills
- Learn proper business etiquette