Insurance Client Services Specialist

Leauxcal-Insurance-Agency-LLC; Lafayette (LA); On-site; USD 60,000 - 120,000; Full time

Job summary

Leauxcal-Insurance-Agency-LLC in Lafayette is looking for an Insurance Customer Service Representative to support our insurance company clients and policyholders. You will create policies, advise on coverage, and convert quotes into policies.

You’ll also handle billing issues, modify policies, and make recommendations to improve coverage. The role requires a friendly, client-first attitude and prior insurance customer service experience.

Qualifications

• General understanding of insurance policies and schedules.
• Uses a database to process client information.
• Proficient in Microsoft Office for document creation.
• Strong communication and active listening skills.
• Previous customer service experience required.
• High school diploma or GED.

Responsibilities

• Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies.
• Track current marketing activities, so you can appropriately respond to insurance-related inquiries with all of the resources at your disposal.
• Make accurate modifications to consumer policies depending on the information supplied.
• Confirm client insurance coverage and provide evidence of insurance papers to policyholders.
• Contact clients for concerns or complaints, provide appropriate solutions, and monitor the situation to make sure the issue is resolved.

Skills

Communication

Active listening

Customer service

Interpersonal skills

Insurance knowledge

Database usage

Microsoft Office

Education

High school diploma or GED

Tools

Database usage

Microsoft Office

Job description

Leauxcal-Insurance-Agency-LLC in Lafayette is looking for an Insurance Customer Service Representative to support our insurance company clients and policyholders. You will create policies, advise on coverage, and convert quotes into policies.

You’ll also handle billing issues, modify policies, and make recommendations to improve coverage. The role requires a friendly, client-first attitude and prior insurance customer service experience.