Insurance Client Services Representative

24 hours ago


Littleton, Colorado, United States Paul Guthrie Farmers Insurance Full time

Company Overview

Farmers Insurance is a leading provider of insurance solutions, dedicated to protecting our clients' assets and helping them achieve their goals.

About the Role

We are seeking an Insurance Client Services Representative to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met, and building strong relationships with our policyholders.

Key Responsibilities

  • Client Communication and Support
    • Act as the primary point of contact for clients, responding to inquiries via phone, email, and in-person meetings.
    • Provide timely and accurate information to clients regarding insurance products, coverage options, and policy details.
    • Assist clients with policy inquiries, changes, endorsements, renewals, and claims processing.
  • Policy Management and Administration
    • Process insurance policy applications, endorsements, renewals, and cancellations accurately and efficiently.
    • Ensure all client records and policy documents are up-to-date, accurate, and compliant with regulatory requirements.
    • Maintain organized and detailed files for easy retrieval and reference.
  • Client Relationship Management
    • Build and maintain strong, positive relationships with clients, fostering trust and confidence in our company.
    • Conduct regular follow-up with clients to ensure their insurance needs are met and address any concerns or issues promptly.
    • Proactively identify opportunities to cross-sell or upsell additional insurance products to clients.
  • Claims Assistance and Support
    • Assist clients with the claims process, including filing claims, gathering documentation, and liaising with insurance carriers.
    • Provide support and guidance to clients throughout the claims process, ensuring timely resolution and satisfactory outcomes.
    • Communicate with claims adjusters and underwriters to expedite claims processing and resolution.

Requirements

  • Education: High school diploma or equivalent; additional education or training in insurance or customer service is beneficial.
  • Experience: Previous experience in customer service, insurance sales, or a related field is advantageous.
  • Skills: Excellent communication, interpersonal, and customer service skills. Strong attention to detail and organizational abilities. Proficiency in using CRM software and Microsoft Office Suite.
  • Attributes: Client-focused, empathetic, and proactive. Ability to work effectively in a fast-paced environment. High level of professionalism and integrity.

Estimated Salary Range: $45,000 - $65,000 per year, depending on experience and qualifications.



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