Insurance Agency Customer Support Specialist

4 weeks ago


Blacklick, United States Z Insurance Group Full time
Job Overview

Woolever Insurance Agency in Delaware, Ohio is seeking a detail-oriented and organized individual to join our team as a customer support staff. As a key member of our agency, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Receive and respond to client inquiries and concerns in a timely and professional manner
  • Process client changes, additions, revisions, cancelations, and payments
  • Proactively schedule annual professional insurance reviews
  • Keep accurate records of customer interactions, transactions, inquiries, and comments
  • Administer and adhere to agency practices and procedures
  • Prepare quotes and gather information for final review
  • Maintain agency database and assist in marketing campaigns
Requirements
  • Must have Property and Casualty insurance license or be willing to obtain
  • Must be detail-oriented and able to organize, prioritize, and multi-task
  • Demonstrates professional demeanor and excellent phone communication skills
  • Must have solid PC skills, basic math skills, and strong analytical capability
  • Working knowledge of Microsoft Applications (Word, Outlook, Excel & PowerPoint)
  • Must be comfortable with web-based software applications


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