Licensed Insurance Customer Service Representative

2 weeks ago


San Jose, United States A To Z Insurance Agency LLC Full time
Job DescriptionJob Description

We are seeking a Licensed Insurance Customer Service Representative to join our team You will be responsible for helping customers by providing product and service information and resolving technical issues.

Responsibilities:

  • Answer inbound telephone calls
  • Greet and assist onsite guests
  • Plan and schedule appointments and events
  • Develop and implement organized filing systems
  • Processing Payments for customer
  • Performing Endorsements like adding a car/driver or updating coverages
  • Interactions with underwriters, claims or billing reps to resolve customer issues
  • Performing Insurance reviews with customers. 
  • Document and update customer records based on interactions
  • Handle customer inquiries and complaints
  • Troubleshoot and resolve product issues and concerns
  • Develop and maintain a knowledge base of the evolving products and services
  • Draft correspondences and other formal documents
  • Perform all other office tasks

Qualifications:

  • Previous experience in office administration, customer service in insurance field
  • Positive and professional demeanor
  • Ability to prioritize and multitask
  • Ability to build rapport with clients
  • Excellent written and verbal communication skills
  • Strong attention to detail

​Strong organizational skills



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