Customer Service (Policy Owner Services) - Call Center

Integrity; Clearwater, Northern (FL, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Insurance Administrative Solutions in Clearwater, FL is seeking a Customer Service representative to support agents and insured individuals with policy information and requests. You will document interactions, handle inquiries, and follow approved procedures.

The role emphasizes strong communication, multitasking, and reliability, with experience in phone support and Microsoft Office. Training and a collaborative team environment are provided.

Qualifications

• High school diploma or GED equivalent.
• Insurance background preferred.
• Up to 2 years of proven customer support experience.
• Strong phone contact handling and active listening.
• Excellent communication and documentation skills.
• Ability to multi-task, prioritize, and manage time effectively.
• Reliable transportation and punctuality.

Responsibilities

• Answer incoming Medicare Supplement calls to provide information to agents/ insured about the status of a policy or any other question they may have.
• Place outgoing calls to provide or obtain information.
• Document all calls while in progress using the online documentation program.
• Transfer or refer misdirected calls to the appropriate individual, department or offices outside the company, using approved transfer and referral techniques.
• Process customer requests using internal and client-mandated procedures.
• Produce correspondence to customers using approved letters.
• Fully document policy file or image system with all related material to leave a clear and concise audit trail.
• Efficiently process the Bank Changes, Cancel NR, Death NR, Address Changes and ID Cards
• Communicate openly with Supervisor and other team members to ensure accurate responses and to avoid duplication of efforts.

Skills

Phone skills

Active listening

Communication

Documentation

Time management

Education

High school diploma or GED

Tools

Microsoft Office

Job description

## Customer Service (Policy Owner Services) - Call CenterApply: Clearwater, FL: Full time: Posted Today: JR4871**About Insurance Administrative Solutions**Insurance Administrative Solutions (IAS) is a third-party provider of comprehensive administrative solutions for our clients in the insurance industry. We offer a business process outsourcing solution that helps insurers optimize administrative workload, bolster their industry expertise, leverage emerging technologies, and streamline operations. With strong industry knowledge, we deliver value to our customers by providing compassionate customer service, efficient processing, and quality results. Here at IAS, we embrace the fact that great things are only accomplished by working as a team. We believe that all of our employees have valuable input no matter the level. Our highly collaborative team environment offers each of our employees a place where they can excel. **Job Summary:** Provide prompt, courteous customer service, which meets or exceeds service standards. Utilize applicable policy forms, insurance law and internal procedures to answer inquiries and process requests from customers. Thoroughly document telephone calls, changes and written correspondence.**Primary Responsibilities:** *other duties may be assigned as necessary*:* Answer incoming Medicare Supplement calls in accordance with quality standards to provide information to agents/ insured about the status of a policy or any other question they may have.* Place outgoing calls to provide or obtain information.* Document all calls while in progress using the online documentation program.* Transfer or refer misdirected calls to the appropriate individual, department or offices outside the company, using approved transfer and referral techniques.* Process customer requests using internal and client-mandated procedures.* Produce correspondence to customers using approved letters. Fully document policy file or image system with all related material to leave a clear and concise audit trail.* Efficiently process the Bank Changes, Cancel NR, Death NR, Address Changes and ID Cards* Communicate openly with Supervisor and other team members to ensure accurate responses and to avoid duplication of efforts.**Primary Skills & Requirements** *To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.** High school diploma or GED equivalent* Insurance background preferred* Up to 2 years of proven customer support experience* Strong phone contact handling skills and active listening* Familiarity with Microsoft Office products* Ability to adapt and respond to different types of people and tasks* Excellent communication and documentation skills* Ability to multi-task, prioritize, and manage time effectively and efficiently* Reliable transportation and the ability to be punctual and dependable* May have agent license but no active appointments