Insurance Policy Advisor

14 hours ago


Peoria, Arizona, United States Schaller & Thomas Family Insurance Full time
Insurance Customer Service Representative

We are seeking a highly skilled and customer-focused Insurance Customer Service Representative to join our team at Schaller & Thomas Family Insurance. As a key member of our customer service team, you will be responsible for providing exceptional service to our policyholders, resolving billing issues, amending policies, and making policy suggestions.

Key Responsibilities:
  • Provide accurate and timely responses to insurance-related inquiries, utilizing current marketing activities and resources.
  • Process client policy modifications with precision and attention to detail.
  • Manage inbound calls related to insurance policy concerns, customer complaints, and general queries.
  • Respond to client concerns or complaints, provide solutions, and monitor the situation to ensure resolution.
  • Confirm client insurance coverage and provide evidence of insurance papers to policyholders.
Requirements:
  • Current Arizona property & casualty Insurance license required.
  • Previous insurance sales or customer service experience is essential.
  • Proficiency in Microsoft Office and customer relationship management software.
  • High school diploma or GED equivalent.
  • Exemplary interpersonal, communication, and active listening skills.


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