Insurance Customer Support Specialist

2 weeks ago

San Antonio, Texas, United States IBC Insurance Agency Ltd Full time
Job Overview

If you are a dedicated individual with a passion for assisting clients, consider this opportunity at IBC Insurance Agency Ltd. We are seeking a talented Personal Lines Insurance Customer Service Specialist to enhance our customer support team (In-office). Our agency is renowned for delivering exceptional insurance solutions and unparalleled client service.


Benefits Offered

Comprehensive Health Coverage

Life Insurance Options

Dental Care Plans

Vision Care Coverage

Standard Work Schedule (Monday to Friday)

Opportunities for Career Advancement

Paid Time Off (PTO)


Key Responsibilities
  • Manage customer policy modification requests.
  • Collect all necessary documentation from clients.
  • Address incoming claims inquiries from clients.
  • Process Evidence of Insurance requests.
  • Record each client interaction in Applied Epic.
  • Warmly welcome all clients entering the office.
  • Facilitate premium payments from clients.
  • Encourage referrals and explain our referral incentives.
  • Identify opportunities for cross-selling and up-selling insurance and financial products.
  • Verify and update client contact information during interactions.
  • Answer incoming calls promptly.
  • Respond to all voice messages in a timely manner.
  • Share knowledge and training with fellow team members.
  • Understand and adhere to all underwriting, rating, and compliance standards.
  • Stay informed about new insurance products.
  • Generate new business through leads and referrals.
  • Provide accurate insurance quotes.
  • Deliver outstanding customer service.
  • Build and maintain strong client relationships.
  • Conduct follow-up calls to ensure client satisfaction.
  • Inform clients about promotions and new or enhanced products using prepared scripts.
  • Follow up with clients to address inquiries, ensure satisfaction, and explore further sales opportunities.
  • Develop strong relationships with clients to foster retention and loyalty.
  • Drive sales growth through effective communication via phone and email.
  • Offer ongoing support to insurance clients as needed.
  • Provide clients with information about new products and services.
  • Respond to all inquiries, cancellation requests, and sales inquiries within a designated timeframe.
  • Stay updated on industry trends and best practices.
  • Assess and identify client needs during phone interactions.
  • Prioritize the needs and preferences of clients.

Qualifications
  • Minimum two years of experience in an independent agency.
  • Must possess all necessary licenses as mandated by the State Department of Insurance to discuss and/or sell insurance. Current Continuing Education (CE) credits are required for license renewal.
  • Bilingual proficiency in English and Spanish.
  • Exceptional Customer Service Skills
  • Strong Interpersonal Skills
  • Excellent verbal and written communication abilities
  • Able to collaborate effectively with colleagues and contribute positively to team dynamics.
  • Exhibit a positive, enthusiastic attitude
  • Demonstrate a genuine willingness to learn and adapt
  • Ability to manage multiple tasks and follow through on commitments
  • Professional phone communication skills
  • Career-oriented mindset
  • Strong spelling and grammar proficiency
  • Effective problem-solving skills.
  • Demonstrate a strong work ethic.

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