• Skip to main content
  • Skip to footer

Flor & Associates Insurance Agency

El Paso Texas Insurance Agent Flor & Associates Insurance

  • Home
  • About Us
    • Company
    • Team
    • Testimonials
    • Employment Opportunities
  • Insurance
    • Personal Lines
    • COMMERCIAL
    • Transportation
    • Life & Health
  • Get a Quote
  • Claims
  • Resources
  • Blog
  • Contact Us

Transportation – Customer Service Representative – 2 Drivers


Now it’s time to start your training!

As I mentioned to you before, you are the new kid on the block. No need to worry we are going to
give you all the tools so that only lasts so long. This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.

This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.

Training Index: This is what your training will consist of:

Daily To Do’s

The purpose of having YOU in this position is to help keep the client happy throughout the policy term so he can renew with us for multiple years.

CSR in general:

• Answer policy questions.
• Verify coverages.

Endorsements-Drivers:
Changes that the clients need
on their policies.

  • Add/delete drivers
  • Ask client if they have a copy of the MVR if not charge the client for MVR and run it.
  • Ask client if they want to delete a driver.
  • Receive written confirmation from insured
  • Add to liability, physical damage, and cargo.
  • Send receipt to operations/accounting
  • Email underwriter to add driver or add through portal.
  • Call underwriter to get a verbal approval. (immediately)
  • Update management system.
  • Drop request & confrimation emails from carrier.
  • Update excel driver sheet.

Internal
Communication

Who will you be working with?

Footer

Think Insurance, Think Flor

4420 N. Mesa St
El Paso, TX 79902

(915) 996-9799
FAX: 1-866-514-3064

flor@florinsurance.com
www.florinsurance.com

Follow us @

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

Company

  • Insurance
  • Get a Quote
  • Claims
  • Resources
  • Blog
  • About Us
  • Contact Us

Contact

  • We would love to hear from you and provide you with a complimentary quote for any of your insurance needs.
  • This field is for validation purposes and should be left unchanged.

Leave us a review!

GOOGLE FACEBOOK
  Better business Bureau ®   See our scores >

© 2022 Flor & Associates Insurance Agency •All Rights Reserved • Website designed and managed by 8 SIGNAL