Insurance Client Care Specialist — Professional Growth

SARATOGA HEYL INSURANCE SERVICE; Lutherville (MD); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

SARATOGA HEYL INSURANCE SERVICE is seeking a professional Customer Service Representative to ensure each customer has a positive experience when contacting the agency. You will respond promptly to inquiries, maintain accurate records, and provide excellent service.

The ideal candidate is detail-oriented, friendly, and knowledgeable about insurance products. The role requires strong communication skills, excellent organizational abilities, and comfort with Microsoft Office tools.

Qualifications

• Knowledge of insurance products.
• Excellent customer service skills.
• Highly organized with strong time management skills.
• Familiarity with Microsoft Office and other software applications.

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review audits and/or policies
• Collaborate with colleagues to provide comprehensive customer service

Skills

Customer service

Time management

Organizational skills

Microsoft Office

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

SARATOGA HEYL INSURANCE SERVICE is seeking a professional Customer Service Representative to ensure each customer has a positive experience when contacting the agency. You will respond promptly to inquiries, maintain accurate records, and provide excellent service.

The ideal candidate is detail-oriented, friendly, and knowledgeable about insurance products. The role requires strong communication skills, excellent organizational abilities, and comfort with Microsoft Office tools.