We are seeking an organized and highly self-motivated Insurance Customer Service Representative to join our team!
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Youโll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. Youโll also help resolve billing issues, change policies, and make policy recommendations. ย
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Insurance Customer Service Representative Responsibilities
ยทย ย ย ย ย Responds directly and promptly to client inquiries and requests
ยทย ย ย ย ย Develops and maintains client service plans and manages mid-term changes
ยทย ย ย ย ย Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, and proposals.
ยทย ย ย ย ย Responsible for new client setup and ongoing client maintenance in the appropriate agency management system
ยทย ย ย ย ย Meets with clients as needed to review clientsโ accounts as needed
ยทย ย ย ย ย Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
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Insurance Customer Service Representative Required Skills
ยทย ย ย ย ย Strong sales and Customer Service skills
ยทย ย ย ย ย Excellent active listening, interpersonal, and communication skills
ยทย ย ย ย ย Prioritize and meet deadlines
ยทย ย ย ย ย Computer experience with Windows based software and general office equipment
ยทย ย ย ย ย Ability to work in a team based setting
ยทย ย ย ย ย Attention to detail
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Insurance Customer Service Representative Education and Experience
ยทย ย ย ย ย High school diploma or equivalent required
ยทย ย ย ย ย Insurance backgroundย
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Insurance Customer Service Representative Licenses or Certifications
ยทย ย ย ย ย Active Wisconsin insurance licenseย