Customer Service Representative

Combined Agents of America, LLC; Ellisville (MO); On-site; USD 36,000 - 55,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

Independent Brokers Agency, LLC is seeking a Customer Service Representative to maintain strong client relationships by handling inquiries and providing fast, professional service across customers, carriers, and staff.

The role involves updating policies, quoting, payments, and facilitating renewals while coordinating with producers and carriers for coverage options and issue resolution.

Qualifications

• Missouri insurance license and at least two years of insurance experience (personal or commercial lines).
• Demonstrates strong customer focus with excellent phone manner and communication skills.
• Ability to handle difficult situations, multi-task, and follow up with customers without direct supervision.
• Proficient with agency management systems and common rating tools.

Responsibilities

• Provide service to existing clients: update policies, quotes, payments, documentation.
• Answer calls and correspondence regarding new or existing policies and process claims.
• Assist producers in gathering data, presenting options, binding new coverage, and renewing policies.
• Schedule appointments or client calls and review policy details, liability limits, and exposure.

Skills

Customer service

Phone etiquette

Written & verbal communication

Time management

Problem solving

Education

Missouri Insurance License

Tools

Agency management systems

Rating tools

Carrier websites navigation

Job description

The Customer Service Representative at Independent Brokers Agency, LLC is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
• Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer’s concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Hold a Missouri insurance license and have a minimum of two years insurance experience (personal or commercial lines).
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.