Insurance Client Services Specialist

SARATOGA HEYL INSURANCE SERVICE; Lutherville (MD); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Competitive Pay

Professional Development

Job stability in growing industry

Job summary

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

The ideal candidate is detail-oriented, friendly, and familiar with insurance products. Responsibilities include answering questions by phone, email, and in-person; assisting with new quotes, policy updates, payments; scheduling;

Qualifications

• Knowledge of insurance products
• High school diploma/GED required, Bachelor’s degree preferred
• 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

Organization

Time management

Detail-oriented

Communication

Education

High school diploma/GED

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

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

The ideal candidate is detail-oriented, friendly, and familiar with insurance products. Responsibilities include answering questions by phone, email, and in-person; assisting with new quotes, policy updates, payments; scheduling;