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Senior Customer Service Insurance Agent
2 months ago
The Senior Customer Service Insurance Agent plays a critical role in delivering exceptional service to our clients. This position is responsible for handling complex customer inquiries, resolving issues, and providing expert advice on insurance policies.
Key Responsibilities- Provide exceptional customer service to clients by responding to inquiries, resolving issues, and offering expert advice on insurance products and services.
- Assist clients with policy changes, claims processing, and understanding their coverage options.
- Handle complex and escalated customer service issues, ensuring prompt and satisfactory resolution.
- Maintain up-to-date knowledge of insurance products, industry regulations, and company policies.
- Process policy renewals, endorsements, and cancellations accurately and efficiently.
- Collaborate with other team members and departments to ensure seamless service delivery.
- Conduct policy reviews and recommend appropriate coverage enhancements to clients.
- Mentor and train junior customer service agents, providing guidance and support as needed.
- Utilize CRM systems to document and track customer interactions and service activities.
- Contribute to the development and implementation of customer service policies and procedures.
- Participate in ongoing training and professional development opportunities to enhance skills and knowledge.
- High school diploma or equivalent; associate's or bachelor's degree in business, finance, or a related field preferred.
- Minimum of 5 years of experience in the insurance industry, with a focus on customer service.
- Valid insurance license as required by state regulations.
- Strong knowledge of insurance products, including auto, home, life, and health insurance.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proven problem-solving abilities and a customer-focused mindset.
- Proficiency in using CRM systems and other relevant software.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Commitment to ongoing professional development and staying current with industry trends.
Full-time position, Monday through Friday.
Office environment with occasional remote work opportunities.
Benefits include competitive salary, comprehensive health, dental, and vision insurance, retirement savings plan with company match, paid time off and holidays, and professional development and continuing education opportunities.
