Benefits:
401(k)
401(k) matching
Dental insurance
Paid time off
We are seeking an organized and highly self-motivated Insurance Customer Service Representative to join our team!
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.
Insurance Customer Service Representative Responsibilities
ยท Responds directly and promptly to client inquiries and requests
ยท Develops and maintains client service plans and manages mid-term changes
ยท Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, and proposals.
ยท Responsible for new client setup and ongoing client maintenance in the appropriate agency management system
ยท Meets with clients as needed to review clientsโ accounts as needed
ยท Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
Insurance Customer Service Representative Required Skills
ยท Strong sales and Customer Service skills
ยท Excellent active listening, interpersonal, and communication skills
ยท Prioritize and meet deadlines
ยท Computer experience with Windows based software and general office equipment
ยท Ability to work in a team based setting
ยท Attention to detail
Insurance Customer Service Representative Education and Experience
ยท High school diploma or equivalent required
ยท Insurance background
Insurance Customer Service Representative Licenses or Certifications
ยท Active Wisconsin insurance license