Insurance Client Success & Service Specialist

USI Insurance Services; Matawan (NJ); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Paid holidays

401(k)

Job summary

USI Insurance Services is seeking a Customer Service Representative in Matawan, NJ to provide high-level support for assigned client accounts. You will handle calls, document interactions, and work with carriers to resolve claims while maintaining service standards.

You will also assist with renewals, billing tasks, and general client support, contributing to retention and client satisfaction. The role requires collaboration with account executives and a commitment to accuracy and timely

Qualifications

• 2 years+ of insurance experience.
• High school diploma or equivalent required.
• Must hold a current insurance license or willing to obtain.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Strong verbal, written, and interpersonal communication skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Ability to work in a team environment and across all organizational levels.
• Ability to be flexible and adaptable to changing priorities and deadlines.
• Ability to follow policies, procedures, and regulations.

Responsibilities

• Professionally handle all incoming and outbound client calls, including documenting, researching, completing forms, and following up.
• Work with customers and carriers to resolve claims issues for assigned clients.
• Process all incoming work volume within established goals and parameters.
• Review pending client issues to ensure completion and timely follow-up.
• Contribute to the team’s customer service metrics and goals.
• Consult with assigned clients on annual open enrollment renewals and carrier options.
• Assist with accounting tasks, billing discrepancies, and client communications.
• Support account executives with client issues and sales support tasks.
• Assist with new business case implementations and changes for clients.
• Make outreach calls to new clients during transitions to USI and to support retention.
• Provide monthly reports of accounts and reasons for cancellations.
• Maintain knowledge of assigned clients, contacts, products, and processing procedures.
• Maintain relationships with carriers and escalate system issues when needed.

Skills

Insurance experience

Customer service

Communication skills

Microsoft Office

Detail oriented

Teamwork

Education

High school diploma or equivalent

Tools

Internet-based programs

Job description

USI Insurance Services is seeking a Customer Service Representative in Matawan, NJ to provide high-level support for assigned client accounts. You will handle calls, document interactions, and work with carriers to resolve claims while maintaining service standards.

You will also assist with renewals, billing tasks, and general client support, contributing to retention and client satisfaction. The role requires collaboration with account executives and a commitment to accuracy and timely