Insurance Policy Coordinator

7 days ago


Bryan, Ohio, United States Chief Delivery LLC Full time

At Chief Delivery LLC, we're seeking a skilled Insurance Customer Service Agent to provide exceptional support to our insurance clients and policyholders. This is a full-time position with an estimated salary of $45,000 - $55,000 per year, depending on experience.

About the Job

We're looking for a customer-centric professional who can deliver high-quality service in every interaction. As an Insurance Customer Service Agent, you'll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You'll also help resolve billing issues, change policies, and make policy recommendations.

Key Responsibilities:
  • Manage inbound customer communications by answering incoming calls and emails to address customer questions, requests, and issues.
  • Consult on customer success by advising customers on how to successfully leverage our product/service based on their unique needs.
  • Maintain working product knowledge by acting as a product expert to ensure information given to customers is accurate, up-to-date, and strategic.
  • Track interactions in CRM by recording customers' interactions in internal systems for cross-functional awareness and relationship development.
Requirements:
  • A valid PERSONAL LINES or PROPERTY & CASUALTY INSURANCE LICENSE is required.
  • 1-2 years proven experience in supporting client success.
  • Excellent written and verbal communication skills are essential.
  • The ability to address complaints and issues with effective solutions and a positive attitude is crucial.
  • PASSION FOR DELIGHTING CUSTOMERS WITH ABOVE AND BEYOND SERVICE is a must.
  • Excellent time-management and prioritization skills are necessary.
  • Familiarity with Insurance CRM systems is a plus.


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