Insurance Policy Advisor

7 days ago


Bryan, Ohio, United States Chief Delivery LLC Full time

At Chief Delivery LLC, we are seeking a highly skilled Insurance Policy Advisor to join our team in Bryan, OH. This is an excellent opportunity for an enthusiastic individual to provide exceptional customer service to our insurance company clients and policyholders.

About the Role

We are looking for a dedicated professional with a customer-first mindset who can create insurance policies, advise potential clients on coverage, and convert quotes into new policies. The ideal candidate will have previous experience in a customer service role and possess excellent written and verbal communication skills.

The successful candidate will be responsible for managing inbound customer communications, consulting on customer success, maintaining working product knowledge, and tracking interactions in CRM. If you have a passion for delivering high-quality service and a proven track record of supporting client success, we encourage you to apply.

Key Responsibilities:
  • Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests, and issues.
  • Consult on customer success - Advise customers on how to successfully leverage the product/service based on their unique needs.
  • Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date, and strategic.
  • Track interactions in CRM - Record customers' interactions in internal systems for cross-functional awareness and relationship development.
Requirements:
  • PERSONAL LINES or PROPERTY & CASUALTY INSURANCE LICENSE REQUIRED
  • 1-2 years proven experience in supporting client success
  • Excellent written and verbal communication skills
  • Ability to address complaints and issues with effective solutions and a positive attitude
  • Passion for delighting customers with above-and-beyond service
  • Excellent time-management and prioritization skills
  • Familiarity with Insurance CRM systems
What We Offer

In exchange for your expertise and dedication, we offer a competitive salary of $55,000 per year. Our team environment is dynamic and supportive, providing opportunities for growth and development.



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