Insurance Career Opportunities

3 weeks ago


Ballwin, Missouri, United States Combined Agents of America Full time
**Insurance Customer Service Representative Job Description**

The ideal candidate will maintain solid customer relationships by handling inquiries and concerns with speed and professionalism. This role involves daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

  • Responsibilities:
  • Provide excellent customer service to existing clients related to policy updates, quotes, payments, and documentation.
  • Answer customer calls and correspondence regarding new or existing insurance policies and manage claims, including regular and after-hour claims.
  • Work with new clients or support a producer to understand their needs, gather data, research policy options, present solutions, finalize coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls or support a producer to review existing policies, liability limits, exposures, and other coverage needs.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals, cancel accounts, take payments, and provide requested documentation.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause, selecting and explaining the best solution, expediting correction, and following up for resolution.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, mentor staff, provide expertise, and participate in formal and informal meetings as needed.
  • Requirements:
  • Hold a Missouri insurance license and have a minimum of two years' experience (personal or commercial lines).
  • Demonstrate strong customer focus, excellent phone manner, strong written and verbal communication skills, and excellent 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 with customers and solve complex problems without direct supervision.
  • Have excellent time management skills, personal accountability, technology proficiency, including agency management systems, rating tools, and carrier website navigation.


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