Insurance Customer Service Representative

1 day ago


Portland, Maine, United States United Insurance Full time
Job Summary

We are seeking a highly organized and detail-oriented Personal Lines Account Assistant to join our team at United Insurance. As a key member of our customer service team, you will be responsible for delivering exceptional service to our clients, processing transactions, and supporting our Account Managers.

Key Responsibilities
  • Provide exceptional customer service to our clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Process transactions, including policy retrievals, renewals, endorsements, and policy changes, according to our agency defined workflows.
  • Support our Account Managers in their efforts to document client and carrier interactions, attaching files to EPIC and updating activities/notes.
  • Contribute to the enhancement of workflow documentation and process improvement.
  • Develop expertise in the EPIC agency management system and proficiently utilize desktop applications such as MS Office (Excel, Word, Exchange).
  • Respond to requests from carriers, clients, and team members in a timely and professional manner.
  • Expand knowledge of insurance coverages and grow both personally and professionally.
  • Provide excellent service to our customers, carriers, and team members.
Requirements
  • Prior experience in a related field is preferred.
  • Ability to receive and maintain appropriate agent licensing within 90 days of employment.
  • Organized, ability to multitask, and time management skills.
  • Self-motivated.
  • Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint.
  • Excellent oral and written communication skills.
  • Excellent customer relationship skills.
  • Positive, friendly, and professional attitude.


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