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Insurance Customer Service Representative
3 months ago
Customer Service Representative
Position Summary
The primary responsibility for this role is to interact with customers to provide detailed information on products and services. Answering phone calls, handling and resolving concerns, and making proper changes to existing accounts is also a responsibility for a CSR.
Benefits
Hourly Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Responsibilities
Essential Duties & Responsibilities
Resolving customers problems by ensuring all appropriate changes were made.
Learning and understanding company insurance products.
Answering calls and responding to customer concerns.
Contacting customers to respond to inquiries or to notify of claim investigation results and any adjustments.
Maintaining records of customer interactions and transactions, recording all details (inquiries, complaints, comments, and actions taken).
Recommending available products.
Cross selling various insurance products to existing customers
Soliciting referrals for new business
Occasionally working our booth at events
Other duties as assigned
Requirements
Qualifications
High school diploma or GED.
Previous experience working as a Customer Service Representative.
Knowledge of insurance products and policy schedules preferred.
Willingness to obtain Property and Casualty licensing, as applicable.
Willingness to obtain Life Insurance License
Competencies
Excellent communication and interpersonal skills
Ability to explain detailed policy concepts
Ability to remain calm in stressful situations
Developing and maintaining relationships
Time management
Basic computer skills
Friendly and professional behavior