Insurance Client Experience Specialist

Penny Parvi, American Family Insurance; Kelso (WA); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Competitive salary

Training & development

Paid training

Paid Time Off

Job summary

The Customer Service Representative at American Family Insurance delivers excellent customer experience for potential and existing clients, identifies cross-sell opportunities, and coordinates with sales specialists to support agency goals.

Responsibilities include building trust through personalized service, replying to inquiries about coverages, billing, and claims, and guiding customers to the appropriate departments while scheduling appointments for agency staff.

Qualifications

• Demonstrated customer service experience.
• Effective communication skills.
• Solid knowledge and understanding of basic mathematical skills.

Responsibilities

• Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
• Drives customer satisfaction by following J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process
• Processes change to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
• Schedules appointments with existing or prospective customers for agency employees

Skills

Customer service

Communication

Basic math

Tools

Microsoft Office Suites

Internet Explorer

Job description

The Customer Service Representative at American Family Insurance delivers excellent customer experience for potential and existing clients, identifies cross-sell opportunities, and coordinates with sales specialists to support agency goals.

Responsibilities include building trust through personalized service, replying to inquiries about coverages, billing, and claims, and guiding customers to the appropriate departments while scheduling appointments for agency staff.