Insurance Client Care & Support Specialist

Mechanics Cooperative Bank; North Adams (MA); On-site; USD 28,000 - 32,000; Full time

Job summary

Mechanics Cooperative Bank in North Adams (or Pittsfield) is seeking a Service Center Representative to make a friendly, professional first impression for clients in person and over the phone. The role requires an outgoing, team oriented approach and the ability to multi-task while delivering prompt service.

You will handle calls and emails, process policy changes, log details in the agency management system, provide product information, and support Account Managers.

Qualifications

• High School Diploma or equivalent required.
• Ability to learn insurance work methods and procedures.
• Ability to verbally effectively present information to clients, company, and agency staff.
• Self-motivated, provide problem-solving capabilities and prioritize multiple tasks.

Responsibilities

• Answer incoming calls and emails promptly and professionally.
• Manage time effectively to minimize wait times and maximize productivity.
• Process policy changes for Account Managers.
• Resolve customer billing inquiries and service issues efficiently.
• Provide product, service, or policy information as needed.
• Log call details accurately in Agency Management system.
• Follow scripts or workflows when applicable.
• Escalate unresolved or complex issues to the appropriate department.
• Conduct outbound follow-up calls when necessary to ensure resolution.
• Notify customers of status updates, delays, or confirmations.
• Issue binders and proof of insurance to lenders.
• Backup to front desk coordinator during lunches and vacations.

Skills

Verbal communication

Customer service

Multitasking

Organization

Problem solving

Self-motivation

Travel readiness

Education

High School Diploma

Job description

Mechanics Cooperative Bank in North Adams (or Pittsfield) is seeking a Service Center Representative to make a friendly, professional first impression for clients in person and over the phone. The role requires an outgoing, team oriented approach and the ability to multi-task while delivering prompt service.

You will handle calls and emails, process policy changes, log details in the agency management system, provide product information, and support Account Managers.