Insurance Policy Advisor
4 weeks ago
Job Description:
We are seeking an Insurance Policy Advisor to join our team at Leauxcal Insurance Agency LLC. As an Insurance Policy Advisor, you will be responsible for providing exceptional customer service to our insurance company clients and policyholders. Your primary goal will be to create insurance policies, advise potential clients on coverage, and convert quotes into new policies. You will also help resolve billing issues, change policies, and make policy recommendations.
Responsibilities:
- Contact clients for concerns or complaints, provide appropriate solutions, and monitor the situation to make sure the issue is resolved
- Confirm client insurance coverage and provide evidence of insurance papers to policyholders
- Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies
- Respond to incoming calls concerning policy and insurance coverage concerns, as well as customer complaints and general questions
- Demonstrate accuracy in processing client policy modifications based on the data given
Qualifications:
- A high school diploma or GED equivalent is required
- A general understanding of insurance policies and schedules is preferred
- Excellent active listening, interpersonal, and communication skills are necessary
- Previous customer service experience is required for this position
- Basic knowledge of Microsoft Word, Excel, PowerPoint, and customer database systems is a plus
About Company:
Leauxcal Insurance Agency LLC is an independent insurance agency located in Lafayette. We are excited to bring on a new team member who shares our passion for delivering exceptional customer service and building strong relationships with our clients.
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