Insurance Service Representative
4 weeks ago
Job Summary:
At Happ Financial Services, Inc, we are seeking a highly skilled Insurance Service Representative to join our team. As an Insurance Service Representative, you will be responsible for providing exceptional support to policyholders by addressing their queries, concerns, and needs with accuracy and empathy. This role requires strong analytical skills to address and resolve customer inquiries and issues efficiently. If you are passionate about helping others and thrive in a positive and inviting environment, we would be thrilled to have you join us.
Responsibilities:
- Customer Assistance: Provide exceptional support to policyholders by addressing their queries, concerns, and needs with accuracy and empathy.
- Claim Processing: Facilitate the claims process by assisting customers with documentation and providing updates on their claim status.
- Policy Information: Educate clients on their current insurance policies and suggest modifications to better suit their individual requirements.
- Problem Resolution: Investigate and resolve customer complaints effectively to ensure customer satisfaction and retention.
- Data Management: Maintain accurate records of customer interactions, transactions, and any modifications to accounts.
Requirements:
- Educational Background: High school diploma or equivalent required; additional certifications in customer service or insurance are a plus.
- Experience: A minimum of 1 year of experience in customer service or insurance-related roles is preferred.
- Communication Skills: Excellent verbal and written communication skills, with the ability to effectively engage with customers and understand their needs.
- Problem-Solving: Strong analytical skills to address and resolve customer inquiries and issues efficiently.
- Technological Proficiency: Proficient with computer systems, CRM software, and comfortable navigating online applications.
- Customer Focused: Dedicated to providing outstanding customer service with a positive attitude and a focus on client satisfaction.
- Adaptability and Flexibility: Ability to work well in a hybrid remote setting, managing time effectively while handling customer inquiries.
- Teamwork: Demonstrated capability to collaborate within a team, contributing to a supportive and productive work environment.
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