Insurance Client Services Specialist - In-Person

GetHired, Inc.; Chicopee (MA); On-site; USD 32,000 - 45,000; Full time

Job summary

First American Insurance Agency in Chicopee, MA, is seeking a full-time Assistant Client Service Representative to help manage clients' insurance plans. This in-person role requires you to engage customers, process inquiries, and support renewal efforts while delivering excellent service.

Ideal candidates have a high school diploma, customer service experience, and a warm, proactive approach. Experience with insurance processes and technology tools is a plus; a college degree or military

Qualifications

• High school diploma or equivalent.
• Sales, marketing, or customer service experience.
• A high energy, outgoing personality, with excellent communication and technology skills.

Responsibilities

• Greet clients, answer and direct phone calls.
• Assist clients with billing questions and payment processing.
• Participate in our proactive account renewal process.
• Ensure that all account files are properly documented within our management system.
• Claim intake, reporting and follow up.
• Issue insurance binders and Registry documentation, to include processing EVR transactions.
• Input client-initiated policy changes.
• Collaborate and engage with all our team members to provide superior customer service.

Skills

Customer service

Communication skills

Technology skills

Phone etiquette

Education

High school diploma or equivalent

Tools

Applied EPIC

Job description

First American Insurance Agency in Chicopee, MA, is seeking a full-time Assistant Client Service Representative to help manage clients' insurance plans. This in-person role requires you to engage customers, process inquiries, and support renewal efforts while delivering excellent service.

Ideal candidates have a high school diploma, customer service experience, and a warm, proactive approach. Experience with insurance processes and technology tools is a plus; a college degree or military