Insurance Client Services Specialist

Bozzuto; Greenbelt (MD); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Health & wellness benefits

Paid leave

Retirement planning

Tuition reimbursement

Job summary

A prominent insurance brokerage is seeking a skilled Customer Service Representative. In this role, you'll assist with reports, create insurance certificates, and interact with clients. Ideal candidates will have a Bachelor's degree, 2+ years of experience in a similar role, and strong communication skills. The position offers a salary range of $50,000 – $60,000 USD along with competitive benefits, including health coverage and retirement planning.

Qualifications

• 2+ years in an administrative assistant or similar role supporting multiple people in fast-paced environments.
• 1-2 years of experience in either Insurance or Real Estate industries.
• Property and Casualty insurance licenses required.

Responsibilities

• Assist with monthly reports, analyzing policy, and compiling various proposals.
• Create and distribute certificates of insurance to stakeholders daily.
• Interact with clients at all levels both via phone and in person.

Skills

Organizational abilities

Written communication skills

Verbal communication skills

Computer skills (Word, Excel, PowerPoint, Outlook)

Proofreading abilities

Customer service focus

Education

Bachelor’s degree

Tools

EPIC

Job description

A prominent insurance brokerage is seeking a skilled Customer Service Representative. In this role, you'll assist with reports, create insurance certificates, and interact with clients. Ideal candidates will have a Bachelor's degree, 2+ years of experience in a similar role, and strong communication skills. The position offers a salary range of $50,000 – $60,000 USD along with competitive benefits, including health coverage and retirement planning.