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. ย
Insurance Customer Service Representative Responsibilitiesยทย 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
Insurance Customer Service Representative Required Skillsยทย 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
Insurance Customer Service Representative Education and Experienceยทย ย ย ย ย High school diploma or equivalent required
ยทย ย ย ย ย Insurance backgroundย
Insurance Customer Service Representative Licenses or Certificationsยทย ย ย ย ย Active Wisconsin insurance licenseย