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Customer Service Specialist

2 months ago


Black Mountain, North Carolina, United States White Insurance Agency, Inc Full time

Position Overview:
The Customer Service Specialist for Commercial Lines at White Insurance Agency, Inc. plays a crucial role in fostering strong client relationships by efficiently addressing inquiries and concerns. This position requires daily engagement with clients, insurance providers, and team members to ensure exceptional service delivery.

Key Responsibilities:

  • Respond to client inquiries regarding policy updates, quotes, payments, and documentation.
  • Manage incoming calls and correspondence related to both new and existing insurance policies, including claims processing.
  • Assist new clients or support producers in identifying their needs, gathering necessary information, and presenting policy options.
  • Schedule appointments and conduct reviews of existing policies, ensuring clients understand their coverage and any potential gaps.
  • Provide detailed information about products and services, process renewals, and manage account cancellations as needed.
  • Resolve service issues by identifying the root cause, offering effective solutions, and following up to ensure client satisfaction.
  • Maintain accurate records of client interactions and transactions within the agency management system.
  • Collaborate with team members to enhance service delivery and participate in training and development initiatives.

Qualifications:

  • Must possess a valid insurance license and have at least one year of experience in commercial lines account management.
  • Strong understanding of insurance products, underwriting processes, and industry standards.
  • Excellent communication skills, both verbal and written, with a focus on customer service.
  • Ability to manage multiple tasks efficiently while maintaining attention to detail.
  • Proficient in technology and computer systems, including agency management software.

Compensation and Benefits:
White Insurance Agency offers a competitive salary, comprehensive benefits package, and opportunities for professional growth. We value work-life balance and provide flexible work arrangements post-training.

Your Future Awaits:
Join a dedicated team at White Insurance Agency, where we prioritize client satisfaction and employee development. We are committed to creating a supportive work environment that encourages success for both our clients and associates.