Commercial Insurance CSR

3 weeks ago


Livonia, United States The Jonus Group Full time
Job Description

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines CSR to join their team.

Benefits

  • Competitive salary: $45-65k
  • Comprehensive benefits package
  • Professional development opportunities and training.
  • Supportive and inclusive work environment.

Qualifications

  • High school diploma or equivalent
  • P&C License
  • Basic knowledge of insurance policies and procedures.
  • Proficiency in using computer systems and customer relationship management (CRM) software.
  • Ability to multitask and manage time effectively.

Responsibilities

  • Handle incoming calls, emails, and messages from policyholders and potential customers.
  • Address customer inquiries, provide information about insurance products, coverage options, and policy details.
  • Assist customers with policy changes, including adding or removing coverage, updating personal information, and adjusting deductibles.
  • Guide customers through the claims process, including filing new claims, providing claim status updates, and assisting with necessary documentation.
  • Collaborate with the claims department to ensure timely and accurate claims resolution.
  • Educate customers about the terms and conditions of their insurance policies.
  • Help customers understand coverage limits, deductibles, and any exclusions within their policies.
  • Listen to customers' concerns, complaints, and feedback, and work to find satisfactory resolutions.
  • Investigate and resolve any discrepancies or issues related to policy coverage, premiums, or billing.
  • Provide quotes for new insurance policies based on customer needs and coverage requirements.
  • Assist customers with policy renewals, explaining changes in coverage, premiums, and any new terms.
  • Maintain accurate and up-to-date customer records, ensuring all interactions are properly documented.
  • Enter relevant information into the customer database or insurance management system.
  • Stay updated on industry regulations, company policies, and insurance guidelines.
  • Ensure that all customer interactions and processes adhere to legal and ethical standards.
  • Identify opportunities to promote additional insurance products or coverage enhancements that align with customers' needs.
  • Effectively communicate the benefits of these products to customers.
  • Participate in training sessions and workshops to enhance product knowledge and customer service skills.
  • Stay informed about changes in insurance laws, regulations, and market trends.
INDTJG-MWT

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