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Personal Lines Customer Service Rep

3 months ago

Weymouth, United States Partner Staffing Agency Full time
Job DescriptionJob Description

Well-established insurance Agency located on the South Shore of Massachusetts. There is an immediate need for a people-oriented person who can bring their talent and experience with personal lines insurance. The agency represents many of the top Insurance companies.  

  • Answer inbound calls and customer inquiries regarding insurance policies, coverage details, and insurance claims.
  • Assisting customers with policy changes, updates, and renewals, ensuring their insurance needs and records are kept current.
  • Processing insurance claims by collecting necessary information from customers, initiating claims processes, and providing claim status updates.
  • Explaining complex insurance terms and conditions to customers clearly and understandably.
  • Collaborating with insurance agents, underwriters, and other departments to provide accurate information and resolve customer issues.
  • Documenting all customer interactions, transactions, comments, and complaints in the company's CRM system.
  • Providing quotes for new or additional insurance coverage and helping customers understand their options.
  • Handling billing inquiries, processing payments, and discussing payment plans or financial arrangements with customers.
  • Following up with customers after resolving issues to ensure satisfaction and maintain high-quality service standards.
  • Identifying opportunities to upsell or cross-sell insurance products based on customer needs analysis.
  • Staying informed about new insurance products, industry trends, and regulatory changes to provide accurate information to customers.
  • Participating in ongoing training and development to enhance product knowledge and customer service skills.

           You must be proficient in the usage of the computers and Experience with various insurance software programs