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