Insurance Service Representative
4 weeks ago
At VensureHR, we are seeking a skilled Insurance Customer Service Representative to join our team. This role offers the unique opportunity to be a part of a growth-focused agency. Our ideal candidate will provide exceptional service to clients, answer inquiries, and contribute to our team-oriented, collaborative environment in a small but vibrant office setting.
Responsibilities:
• Service all in-bound client inquiries for new and/or existing clients, including payments, renewals, cancellations, endorsements, and rewrites.
• Call on policyholders to deliver and explain policy, analyze insurance program, and suggest additions or changes.
• Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
• Follow-up on leads generated from inbound calls, and non-renewal leads.
• Treat each customer contact as a cross and up-sell opportunity, including financial products.
• Maintain accurate records and documentation of client interactions and transactions, especially if quoting or rewriting.
• Respond to customer inquiries regarding policy questions, changes, billing, and updates. Issue Insurance Documentation (COI, ID cards, etc.).
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
Qualifications:
• Must have Florida 4-40 License.
• 2-20 License is a bonus.
• 1+ year in the insurance industry is required.
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