Customer Service Specialist

Allied Insurance Managers, Inc.; Rochester (MI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Disability and Life Insurance

Paid Vacation & Holidays

401(k) Profit Sharing Plan

Career Advancement Opportunities

Higher compensation negotiable

Job summary

Allied Insurance Managers, Inc. is seeking a customer service representative to support current policyholders with billing resolution, policy amendments, and coverage advice. You’ll generate quotes for new customers and provide timely follow-ups on inquiries.

The role requires a high school diploma or GED and basic proficiency with Word, Excel, PowerPoint, and customer databases. Prior customer service experience is preferred and training will be provided.

Qualifications

• High school diploma or GED required.
• Previous customer service experience preferred.
• Basic knowledge of Microsoft Word, Excel, PowerPoint and customer databases.

Responsibilities

• Resolve billing issues and amend policies; provide coverage advice and policy suggestions.
• Generate policy quotes for new and potential customers.
• Track customer interactions and follow up on their experience.
• Process client policy modifications accurately and within required timelines.
• Respond to insurance-related inquiries and handle complaints with appropriate solutions.

Skills

Customer service

Communication

Active listening

Microsoft Office

Education

High school diploma or GED

Tools

MS Word

MS Excel

PowerPoint

Customer database systems

Job description

Job Description

Are you a customer service professional looking for a great opportunity in insurance? You might be a perfect fit for our open insurance customer service representative role. You'll be in charge of giving current policyholders excellent customer service by resolving billing issues, amending policies, and making policy suggestions. Additional tasks include generating policy quotes and providing coverage advice for new and potential customers. Our ideal candidate has previous customer service experience and has an excellent rapport with clients. If this sounds like you,

Compensation

$42,000 - $50,000 yearly

Responsibilities

• Track current marketing activities, so you can appropriately respond to insurance-related inquiries with all of the resources at your disposal
• Manage inbound calls related to insurance policy concerns, customer complaints, and general queries
• Maintain a record of customer interactions and follow up on their experience with our organization
• Demonstrate accuracy in processing client policy modifications based on the data given
• Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved

What You'll Be Doing

• Assisting with preparing and processing bond documents
• Gathering and organizing required paperwork
• Submitting requests to insurance carriers
• Tracking deadlines and following up as needed
• Maintaining accurate documentation in our agency system
• Supporting producers and team members with client requests
• You'll receive training and support as you build knowledge and confidence in the role.

Qualifications:

• Must have high school diploma or GED equivalent
• Possesses basic knowledge of Microsoft Word, Excel, PowerPoint, and customer database systems
• Previous customer service experience required for this position
• Display strong communication skills, active listening skills, and personal skills
• Basic knowledge of insurance policy procedures and schedules is preferred

About Company

Allied Insurance Managers, Inc. has provided insurance and risk management solutions to businesses and individuals since 1987. As an independent agency, we represent a broad spectrum of national, regional, and domestic insurance companies. This allows us to find our customers the most comprehensive, cost-effective insurance solutions today and in the future.

We Also Offer The Following Benefits

• Medical, Dental & Vision Insurance Package
• Disability and Life Insurance Package
• Paid Vacation & Holidays
• 401(k) Profit Sharing Plan
• Career Advancement Opportunities
• Higher compensation is negotiable based on experience.

Applicants must complete an assessment to be considered.