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Insurance Customer Service Representative

2 months ago


Saratoga Springs, New York, United States Upstate Agency, LLC Full time
Job Description

About the Role:

We are seeking a highly skilled and experienced Insurance Customer Service Representative to join our team at Upstate Agency, LLC. As a key member of our insurance team, you will be responsible for providing exceptional customer service, ensuring that our clients receive the best possible insurance solutions to meet their needs.

Key Responsibilities:

  • Market insurance products to existing customers while networking with prospective customers to provide appropriate policy needs.
  • Ensure that issues are identified and resolved and recognize when escalation is necessary.
  • Provide consistent, timely, and high-quality service to customers and prospects resulting in expectations being met or exceeded as a norm.
  • Complete customer requests for new business quotes, review existing accounts for proper coverage and insurance carriers for placement; process changes and collect premium when applicable; perform claim reporting and handling.
  • Solicit referrals from current customer base to broaden list of prospective customers and enhance coverage of existing customers to support department and Company goals.
  • Maintain customer accounts on agency computer system; document all transactions in activity log and suspense file, send confirmations to insureds and adhere to all procedures.
  • Consult with customers on coverage and risk exposures to ensure adequate coverage; provide consistent, outstanding service by reacting to and anticipating customer concerns and needs.
  • Work closely with Client Advocate Professionals and Agency Support team to provide quality customer experience highlighted by exceptional service, outstanding knowledge of industry, and timely responsiveness.
  • Provide training, support and guidance to co-workers and customers as appropriate; answer questions and promote education to insure understanding of processes, coverages, and conditions.

Requirements:

  • Bachelor's degree or equivalent experience in related field preferred.
  • Valid insurance licenses as required by New York State Department of Insurance required or willing to obtain.
  • 4 years of qualified insurance agent industry training/experience or experience in related field preferred.
  • Thorough and demonstrated knowledge of insurance underwriting and rating procedures.
  • Working knowledge of insurance management systems.
  • Excellent communication skills, both written and verbal; comfortable communicating with customers, co-workers, management, and vendors.
  • Ability to independently handle multiple tasks and priorities while meeting strict deadlines; attention to detail.
  • Proficient with Microsoft Office Suite: Word, Excel, Outlook and PowerPoint.

What We Offer:

  • Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays.
  • Medical, Dental, and Vision Insurance and Flexible Spending Plan.
  • Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership.
  • Education and Tuition Reimbursement.
  • Employee Assistance Program for our employees and their immediate family members.

About Us:

We are an Equal Opportunity Employer. Our employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law.

We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.