Insurance Client Support Specialist

2 weeks ago


Stamford, Connecticut, United States Cato Whalen Insurance LLC Full time
Position: Insurance Client Support Specialist

Cato Whalen Insurance LLC is seeking a committed Insurance Client Support Specialist to enhance our customer service team. The successful candidate will possess outstanding communication abilities and a strong commitment to delivering top-notch service to our clientele. Key responsibilities include:

  • Responding to customer inquiries via phone with a courteous demeanor
  • Modifying customer insurance policies as required
  • Addressing billing questions and facilitating payment processing
  • Recognizing dissatisfied clients and escalating concerns appropriately
  • Supporting the training of new team members
  • Collaborating with the Agency Owner to review operational logs
  • Preparing new business applications and promoting additional services to current clients
  • Following up on outstanding endorsements and applications
  • Maintaining a positive attitude and self-driven work ethic

Licensing Requirements:

  • Possession of FL 4-40 or 2-20 Insurance License is mandatory
  • Life Insurance license (2-14 or 2-15) is preferred but not required


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