Insurance Policy Specialist
3 days ago
We are seeking a professional and personable Customer Service Representative to join our team at Associates of Clifton Park.
Responsibilities- Provide service to existing clients related to updating policies, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies.
- Work with producers in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, and negotiate with carriers when necessary.
- Resolve product or service issues by clarifying the producer or client concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- 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 with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, and carrier website navigation.
Benefits and Perks
Competitive Pay
Professional Development
Job Stability with an established agency
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Insurance Policy Specialist
3 days ago
Clifton Park, New York, United States Associates of Clifton Park Full timeCustomer Service Representative - InsuranceWe are seeking a professional and personable Customer Service Representative to join our team at Associates of Clifton Park. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency.Key Responsibilities:Provide service to existing clients related...
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