Client Service Agent

3 weeks ago

New Albany, United States Fox Insurance & Investments Full time
Job DescriptionJob Description

Responsibilities:

  • Respond to client inquiries regarding existing policies and coverage; make requested changes
  • Maintain electronic records of client interactions and transactions including inquiries, changes, claims, comments, and actions taken
  • Answer incoming calls and schedule office appointments
  • Produce and submit evidence of insurance as requested
  • Monitor status and completion of policy changes for accuracy and quality assurance
  • Obtain client information requested by underwriting and ensure policy compliance
  • Process claims, maintain contact with clients during claim process, and ascertain satisfaction
  • Handle client payments and ensure accurate billing
  • Process quote information for prospective new clients and ensure eligibility guidelines are met
  • Assist with administrative tasks including electronic scanning and filing, deposits, packet assembly, mailings, and other similar tasks
  • Other duties as assigned

Qualifications/Skills: Applicant should be professional, have good time management skills, the ability to multi-task and prioritize work, excellent written and verbal communication skills, strong organizational skills, must be detail-oriented, and show initiative and an ability to work independently. Must be proficient in Microsoft Office programs including Word, Outlook, and Excel. Must have accurate and efficient typing skills.

Requirements: Minimum of a high school diploma with 2-5 years of experience working in an office setting in customer service, insurance, or an equivalent field. Applicants must be currently licensed in Property & Casualty insurance. Candidates must be willing to submit to a background check.

Company DescriptionIf you are tired of sales pitches, meeting quotas, and long hours, we might be the agency for you Fox Insurance & Investments is a family-owned, independent insurance agency satisfying home, auto, business, and life insurance needs of clients in Indiana and Kentucky. We are seeking a courteous professional with a pleasant phone demeanor and eagerness to ensure clients receive excellent service. As a small business, we pride ourselves on building relationships with our clients and are looking for a candidate willing to go that extra mile to provide an accurate, friendly, and quality customer experience.Company DescriptionIf you are tired of sales pitches, meeting quotas, and long hours, we might be the agency for you Fox Insurance & Investments is a family-owned, independent insurance agency satisfying home, auto, business, and life insurance needs of clients in Indiana and Kentucky. We are seeking a courteous professional with a pleasant phone demeanor and eagerness to ensure clients receive excellent service. As a small business, we pride ourselves on building relationships with our clients and are looking for a candidate willing to go that extra mile to provide an accurate, friendly, and quality customer experience.

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