Insurance Service Representative
1 week ago
About the Role: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to our customers, responding to their inquiries, and helping them understand their insurance options. You will also work closely with our agent to establish and meet marketing goals, develop leads, schedule appointments, and market appropriate products and services.
Responsibilities:*
- Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options and provide personalized recommendations.
- Work with the agent to establish and meet marketing goals, including developing leads, scheduling appointments, and marketing appropriate products and services.
Requirements:*
- Excellent interpersonal skills and ability to build strong relationships with customers and colleagues.
- Excellent communication skills, both written and verbal, with the ability to listen actively and respond appropriately.
- Enthusiasm for the role insurance plays in helping people manage risks and achieve their goals.
- Organizational skills and ability to multitask in a fast-paced environment.
- Self-motivation and ability to work independently with minimal supervision.
- Detail-oriented and able to maintain accuracy in all aspects of the job.
- Ability to obtain Property and Casualty license and maintain Life and Health license.
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Customer Service Representative
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