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Insurance Customer Support Specialist
2 months ago
Position Overview:
As an Insurance Customer Service Specialist, you will play a crucial role in delivering outstanding service to our clients by addressing their inquiries and concerns regarding our insurance offerings. Your responsibilities will include effective communication with both internal teams and external clients to clarify underwriting criteria, policy details, and marketing initiatives.
Key Responsibilities:
- Obtain necessary licenses in Property & Casualty as well as Life, Accident, and Health insurance
- Assess customer needs and propose suitable solutions
- Generate new business opportunities and negotiate insurance policies
- Review and manage policy renewals, ensuring necessary actions are taken
- Promote additional products to current clients
- Maintain comprehensive records of customer interactions and transactions
- Conduct annual reviews with clients and provide tailored coverage recommendations
- Perform risk assessments and underwriting tasks
- Act as a liaison between clients and claims departments
- Follow company and agency protocols
- Collaborate with team members to resolve customer issues efficiently
- Develop timely solutions to customer challenges
Core Competencies:
- Meet individual performance targets and objectives
- Effectively manage multiple tasks and priorities
- Exhibit strong attention to detail
- Possess excellent verbal and written communication skills
- Understand product offerings and underwriting guidelines
- Work collaboratively within a team
- Apply analytical skills to address customer concerns
Benefits:
- Competitive salary based on experience and licensing
- Potential for commission based on obtaining an Arizona Property and Casualty license
- Paid time off, comprehensive training, and a supportive work environment
This position is primarily performed in a comfortable office setting.
Preferred Skills and Qualifications:
- High school diploma or equivalent (a four-year degree is preferred)
- Previous experience in customer service is beneficial
- Proficiency in computer skills and basic mathematics
- Strong analytical and conflict resolution skills
- Ability to multitask and communicate effectively
- Bilingual abilities are a plus
License Requirement:
While a current Arizona P&C license is preferred, it is not mandatory. The company is committed to assisting candidates in obtaining the necessary licenses.
