Insurance Customer Service Representative II

3 weeks ago


Anaheim, California, United States Wescom Credit Union Full time
Job Summary

The Personal Lines Customer Service Representative plays a vital role in assisting customers/members with changes to their existing Personal Lines Insurance policy over the phone. This position requires strong communication skills to provide specific, accurate, and timely information to members regarding Personal Lines of Insurance.

Key Responsibilities
  • Provide insurance quotations for most personal lines coverage's by using FSC rating program and other insurance company specific rating software.
  • Assist customers/members in making coverage decisions based upon their specific needs.
  • Make individual underwriting and policy placement decisions based on needs of the customer in conjunction with the insurance companies we represent.
  • Complete applications for new business, process endorsement requests, and follow-up to ensure accurate completion.
  • Provide superior customer service that exceeds our customers/members expectations by promptly responding to questions and addressing needs that routinely come up.
  • Process and respond to routine correspondence from insurance companies and customers/members to resolve issues and answer underwriting questions.
  • Review customer/member existing policies on renewal, to assess coverage's and make recommendations.
  • Coordinate and service claim activities to assist customer/member in expedient resolution.
  • Actively solicit prospects to increase sales in manner consistent with marketing plans.
  • Work with team members in a cooperative spirit to share information, knowledge, and resources to accomplish the goals of the department.
Requirements
  • High school or equivalent.
  • 3 to 8 years' experience with Personal Lines insurance products.
  • Active Fire and Casualty Agent/Broker License or Personal Lines Insurance License, required.
Work Environment

The work environment is moderately quiet, and it is a non-smoking environment. The job requires standing and walking up to 15% of the work time to handle paperwork, ask questions, and related activities. Requires travel to off-site locations for meetings, training, and various sales events.



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