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Job Summary
The Insurance Customer Service Representative position at BayPort Credit Union is a key role in providing exceptional service to our members and potential members. As a representative of our insurance division, you will be responsible for delivering quality service, building customer relationships, and supporting our sales team.
Key Responsibilities
- Respond to member inquiries and requests in a timely and professional manner
- Establish and maintain strong customer relationships through regular communication and follow-up
- Assist sales agents with billing, claims, policy issuance, and documentation
- Provide quotes for new business and cultivate customer relationships
- Document all activities in our Agency Management System
Requirements
- VA Property & Casualty license required
- Interest in insurance marketing products and services based on customer needs
- Insurance service experience preferred
- Excellent communication skills - written, verbal, and listening
- People-oriented and proactive in problem-solving
- Ability to work in a team environment and maintain long-term relationships with policyholders
- Proficient in computer programs such as DocuSign and Microsoft Office products
What We Offer
As a valued member of our team, you will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional customer service. We are committed to maintaining a drug-free workplace and are an EEO/AA employer.