Insurance Customer Service Representative II
7 days ago
At Wescom Central Credit Union, we are seeking a highly skilled and customer-focused Insurance Customer Service Representative II to join our team. As a key member of our insurance department, you will be responsible for providing exceptional customer service to our members, assisting with insurance policy changes, and ensuring that our members have the best possible coverage for their needs.
Key Responsibilities:- Provide insurance quotations for personal lines coverage using FSC rating program and other insurance company specific rating software.
- Assist customers/members in making coverage decisions based on their specific needs.
- Make individual underwriting and policy placement decisions based on the needs of the customer in conjunction with the insurance companies we represent.
- Complete applications for new business, process endorsement requests, and follow up to ensure accurate completion.
- Provide superior customer service that exceeds our customers/members expectations by promptly responding to questions and addressing needs that routinely come up.
- Process and respond to routine correspondence from insurance companies and customers/members to resolve issues and answer underwriting questions.
- Review customer/member existing policies on renewal to assess coverage and make recommendations.
- Coordinate and service claim activities to assist customer/member in expedient resolution.
- Actively solicit prospects to increase sales in a manner consistent with marketing plans.
- Work with team members in a cooperative spirit to share information, knowledge, and resources to accomplish the department's goals.
- High school or equivalent.
- 3 to 8 years' experience with personal lines insurance products.
- Active Fire and Casualty Agent/Broker License or Personal Lines Insurance License, required.
The work environment is moderately quiet, and it is a non-smoking environment. The job is typically sedentary but may require standing and walking up to 15% of the work time to handle paperwork, ask questions, and related activities. Requires travel to off-site locations for meetings, training, and various sales events.
Please note that applicants are required to reside within our Wescom service areas, which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus, and Tulare counties.
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Insurance Customer Service Representative II
4 weeks ago
Anaheim, California, United States Wescom Central Credit Union Full timeJob Summary:We are seeking a highly skilled and customer-focused Insurance Customer Service Representative II to join our team at Wescom Central Credit Union. As a key member of our insurance team, you will be responsible for providing exceptional service to our members, assisting with insurance policy changes, and ensuring that our members have the best...
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Insurance Customer Service Representative II
4 weeks ago
Anaheim, California, United States Wescom Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused Personal Lines Customer Service Representative to join our team at Wescom Credit Union. As a key member of our insurance team, you will be responsible for providing exceptional customer service, assisting customers with policy changes, and ensuring timely and accurate information is provided to...
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Insurance Customer Service Representative II
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