Policyholder Service Coordinator

2 weeks ago


Albany, New York, United States Ancora Risk Full time
Job Description

Ancora Risk seeks a highly skilled Insurance Customer Service Representative to deliver exceptional customer experiences.

Key Tasks
  • Respond to customer inquiries about insurance policies and coverage issues in a timely and accurate manner.
  • Process policy modifications accurately based on client-provided information.
  • Verify customer coverage and provide policyholders with relevant documentation.
  • Maintain detailed records of customer interactions.
  • Stay informed about new marketing initiatives to address insurance product inquiries using available resources.
  • Handle customer complaints, offer suitable solutions, and alternatives within designated timeframes, and follow up to confirm issue resolution.
Required Skills and Qualifications
  • A high school diploma or equivalent is required.
  • Prior customer service experience is necessary for this role.
  • Knowledge of insurance products and policy schedules is beneficial.
  • Familiarity with Microsoft Office and customer relationship management software is essential.
  • Excellent active listening, interpersonal, and communication skills are necessary.
  • An active NY insurance license is mandatory.

The estimated annual salary for this position is $60,000-$70,000, based on qualifications and location.



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