Life Insurance Customer Service Specialist

4 weeks ago


Peoria, Illinois, United States Envision Insurance Full time
Job Overview

The Customer Service Representative at Envision Insurance Group is responsible for delivering exceptional customer experiences by handling inquiries and concerns with speed and professionalism. This role involves daily interaction with customers, insurance carriers, and fellow employees, as well as conducting specific service and marketing activities.

Key Responsibilities
  • Provide service to existing clients, including updating policies, providing quotes, taking payments, and answering questions.
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
  • Work with new clients to understand their needs, gather necessary data, research policy options, and present options.
  • Prepare quotes, assist with applications, and maintain individual and group plans.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, and selecting the best solution.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken.
Requirements
  • Hold an Illinois Life & Health insurance license and have a minimum of two years Life and Health experience.
  • Demonstrate strong knowledge of Life and Health insurance products and usages.
  • Demonstrate strong customer focus and excellent phone manner, written and verbal communication skills, and math and reading skills.
  • Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations and solve complex problems without direct supervision.


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