Insurance Customer Service Representative

We are seeking a highly-motivated individual to join our independent insurance agency. The Customer Service Representative will work directly with clients and directly with the numerous insurance companies we represent.

Primary Responsibilities:

• Assist existing clients with policy updates, quotes, payments, and inquiries.
• Handle customer calls and correspondence for new or existing insurance policies and claims.
• Collaborate with new clients or support a producer to understand needs, research policy options, and finalize coverage details.
• Schedule appointments or client calls to review existing policies, assess coverage needs, and bind renewals.
• Resolve product or service issues, expedite corrections, and ensure resolution through follow-up.
• Review policies, verify accuracy, and facilitate corrections between clients and carriers.
• Maintain detailed records of customer interactions in the agency management system.
• Collaborate with team members

Requirements:

• Hold the required state insurance license with a minimum of one year of personal lines insurance account management experience. (If not already licensed in Illinois, the CSR must be willing to become licensed within the first year of employment.)
• Demonstrate strong knowledge of insurance products, rating procedures, and industry operations.
• Exhibit a customer-focused approach with excellent phone etiquette, written and verbal communication skills, and proficiency in math.
• Possess attention to detail, organization, and multitasking abilities.
• Be people-oriented, professionally assertive, and adept at handling difficult situations with customers.
• Excellent time management skills and proficiency in technology, including agency management system and comparative rater.
• Ability to work and collaborate with a team, while also working independently.

Schedule:
Office Hours are Monday through Friday.

Full or Part-Time opportunities available.

Compensation is based on experience and licensure

How to apply:
Please email cover letter and resume to: jacqueline.e.wilson@gmail.com