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Insurance Customer Support Specialist

2 months ago

St Augustine, Florida, United States CC BROWN INSURANCE LLC Full time
Job OverviewBenefits and Advantages
  • Attractive Compensation
  • Opportunities for Professional Growth
  • Job Security in a Thriving Sector
Position Summary

We are looking for a dedicated and approachable Insurance Customer Support Specialist to enhance our service team. In this position, you will play a crucial role in ensuring that every client enjoys a seamless experience when interacting with our agency. Your responsibilities will include addressing inquiries promptly, maintaining precise records, and delivering outstanding customer support. The ideal candidate will be meticulous, personable, and knowledgeable about insurance offerings.

Key Responsibilities
  • Assist current clients with policy updates, quotes, payment processing, inquiries, and documentation requests.
  • Handle incoming calls and correspondence regarding both new and existing insurance policies.
  • Schedule appointments or client discussions, or support a producer in reviewing current policies, assessing liability limits, and identifying additional coverage needs.
  • Engage with clients to provide comprehensive information about our products and services, quote new business, manage renewals, process cancellations, accept payments, and supply necessary documentation.
  • Address product or service concerns by clarifying the client's issue, identifying the root cause, selecting and explaining the most effective solution, expediting corrections or adjustments, and following up to ensure resolution.
  • Keep detailed records of customer interactions and transactions, documenting inquiries, feedback, and actions taken in the agency management system.
Required Qualifications
  • Exhibit a strong customer-centric approach and excellent phone etiquette; demonstrate proficient written and verbal communication skills, along with solid math and reading abilities for calculations.
  • Possess a sense of urgency, keen attention to detail, organizational skills, multitasking capabilities, and the ability to manage challenging situations with clients while resolving complex issues independently.
  • Demonstrate effective time management skills with a mindset of personal accountability, as well as proficiency in technology and computer systems, including agency management platforms, rating tools, and navigation of carrier websites.