Assistant Client Service Representative

First American Insurance Agency; Chicopee (MA); On-site; USD 32,000 - 45,000; Full time

Job summary

First American Insurance Agency in Chicopee, MA, is seeking a full-time Assistant Client Service Representative to help manage clients' insurance plans. This in-person role requires you to engage customers, process inquiries, and support renewal efforts while delivering excellent service.

Ideal candidates have a high school diploma, customer service experience, and a warm, proactive approach. Experience with insurance processes and technology tools is a plus; a college degree or military

Qualifications

• High school diploma or equivalent.
• Sales, marketing, or customer service experience.
• A high energy, outgoing personality, with excellent communication and technology skills.

Responsibilities

• Greet clients, answer and direct phone calls.
• Assist clients with billing questions and payment processing.
• Participate in our proactive account renewal process.
• Ensure that all account files are properly documented within our management system.
• Claim intake, reporting and follow up.
• Issue insurance binders and Registry documentation, to include processing EVR transactions.
• Input client-initiated policy changes.
• Collaborate and engage with all our team members to provide superior customer service.

Skills

Customer service

Communication skills

Technology skills

Phone etiquette

Education

High school diploma or equivalent

Tools

Applied EPIC

Job description

Assistant Client Service Representative

Are you looking for a great place to work? Then look at First American Insurance Agency. We have been serving the Western Massachusetts community for over 30 years, specializing in personal, business, and group insurance. First American Insurance Agency is widely recognized for its work in the community, service excellence, trust, and integrity.

If you desire to build a successful career through relationship building, exceeding client service expectations and are passionate about being part of a successful team, we want to talk to you. Bring your enthusiasm, high energy, outgoing personality, along with excellent communication and technology skills.

We have an opportunity for a full-time Assistant Client Service Representative in-person position at our Chicopee Office to assist and help manage the insurance plans of our clients. Put your skills, knowledge, and energy to work making a positive impact for our clients, growing with our team, and strengthening our community.

Job responsibilities include:

• Greet clients, answer and direct phone calls.
• Assist clients with billing questions and payment processing.
• Participate in our proactive account renewal process.
• Ensure that all account files are properly documented within our management system.
• Claim intake, reporting and follow up.
• Issue insurance binders and Registry documentation, to include processing EVR transactions.
• Input client-initiated policy changes.
• Collaborate and engage with all our team members to provide superior customer service.

We are looking for:

Required-

• High school diploma or equivalent.
• Sales, marketing, or customer service experience.
• A high energy, outgoing personality, with excellent communication and technology skills.

Preferred-

• College Degree, and or Military experience.
• Insurance service or sales experience.
• Experience using Applied EPIC.
• Experience with RMV procedures and/or EVR.