Insurance Customer Service Representative
2 days ago
At VensureHR, we are committed to delivering exceptional service and professionalism. As an Insurance Customer Service Representative, you will play a pivotal role in our commitment to service and professionalism.
Key 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 programs, 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-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.
- Must have Florida 4-40 License.
- 2-20 License is a bonus.
- 1+ year in the insurance industry is required.
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