Customer Service Representative

The Dalleo Group Insurance; City of Poughkeepsie (NY); On-site; Full time

Benefits offered by this job

Licensing paid by agency

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A local insurance agency in Poughkeepsie is seeking an Insurance Customer Service Representative. In this role, you will serve as a key contact for clients, addressing inquiries and helping them navigate insurance-related matters. Applicants should possess strong communication and problem-solving skills, as well as a detail-oriented mindset. The position offers a competitive salary and various benefits, including licensing support, a flexible schedule, and opportunities for advancement.

Qualifications

• Interest in marketing products and services based on customer needs.
• Able to learn computer functions.

Responsibilities

• Establish customer relationships and follow up with customers.
• Respond promptly to customer inquiries via phone and email.
• Provide information about insurance policies and claims processes.
• Assist clients with policy changes and renewals.
• Investigate and resolve customer issues with empathy.

Skills

Excellent communication skills

Detail oriented

Proactive in problem-solving

People-oriented

Able to work in a team environment

Job description

Benefits

• Licensing paid by agency
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Position Overview

As an Insurance Customer Service Representative, you will be a key point of contact for our clients, providing timely and accurate information while ensuring a positive customer experience. This role involves addressing inquiries, resolving issues, and offering support on a variety of insurance-related matters.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Respond promptly to customer inquiries via phone and email.
• Provide information about insurance policies, coverage details, and claims processes.
• Assist clients with policy changes, updates, and renewals.
• Investigate and resolve customer issues or concerns with empathy and professionalism.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Requirements

• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal, and listening
• People-oriented
• Detail oriented
• Proactive in problem-solving
• Able to learn computer functions
• Able to work in a team environment