Insurance Client Care Specialist

Hazen Insurance Agency LLC; Bloomington (IN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Job summary

Hazen Insurance Agency LLC in Bloomington, IN seeks a Customer Service Representative to provide outstanding client service. You will handle inquiries, guide policy changes, renewals, and claims, while ensuring accurate documentation and timely communication with clients.

The ideal candidate is proactive, client-focused, and skilled at building long-term relationships to support high levels of client satisfaction and loyalty.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• Minimum 2 years in a customer service role, preferably in insurance.
• License: Willing to obtain or active in Property & Casualty ahead of employment.

Responsibilities

• Respond to client inquiries and assist with policy changes, renewals, cancellations, and claims processing, guiding clients through the claims process with accurate information.
• Resolve client issues and complaints efficiently, escalating complex cases as needed and following up to ensure satisfaction.
• Maintain accurate records of client interactions and transactions using the CRM system.
• Educate clients on insurance products and services, including coverage options and benefits, and informing them about additional products.
• Implement client engagement initiatives like policy reviews and satisfaction surveys, and identify opportunities to improve the client experience.

Skills

Customer service

Insurance knowledge

CRM experience

Communication skills

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM systems

Policy administration software

Job description

Hazen Insurance Agency LLC in Bloomington, IN seeks a Customer Service Representative to provide outstanding client service. You will handle inquiries, guide policy changes, renewals, and claims, while ensuring accurate documentation and timely communication with clients.

The ideal candidate is proactive, client-focused, and skilled at building long-term relationships to support high levels of client satisfaction and loyalty.