Insurance Customer Service Representative

Customer Service Representative

Position Summary

The primary responsibility for this role is to interact with customers to provide detailed information on products and services. Answering phone calls, handling and resolving concerns, and making proper changes to existing accounts is also a responsibility for a CSR.

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Essential Duties & Responsibilities

Resolving customers problems by ensuring all appropriate changes were made.

Learning and understanding company insurance products.

Answering calls and responding to customer concerns.

Contacting customers to respond to inquiries or to notify of claim investigation results and any adjustments.

Maintaining records of customer interactions and transactions, recording all details (inquiries, complaints, comments, and actions taken).

Recommending available products.

Cross selling various insurance products to existing customers

Soliciting referrals for new business

Occasionally working our booth at events

Other duties as assigned

Qualifications

High school diploma or GED.

Previous experience working as a Customer Service Representative.

Knowledge of insurance products and policy schedules preferred.

Willingness to obtain Property and Casualty licensing, as applicable.

Willingness to obtain Life Insurance License

Competencies

Excellent communication and interpersonal skills

Ability to explain detailed policy concepts

Ability to remain calm in stressful situations

Developing and maintaining relationships

Time management

Basic computer skills

Friendly and professional behavior