Insurance Concierge: Policy Help & Claims Support

Campbell Shuck Insurance; Franklin (IN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid time off

Retirement plans

Job summary

Campbell Shuck Insurance in Indiana is seeking a Customer Service Agent to deliver exceptional service, process payments, handle inquiries, and guide clients through their insurance needs. You will work in-office with a focus on policy processing and regulatory compliance.

The role emphasizes licensing readiness, clear communication, problem-solving, and the ability to manage multiple tasks while maintaining high service standards.

Qualifications

• Licensing: obtain valid insurance license within 30 days of hire (e.g., Property & Casualty).
• Experience: prior customer service or insurance experience preferred.
• Communication: excellent verbal and written skills; explain complex concepts clearly.
• Problem-solving: troubleshoot effectively to meet customer and company needs.
• Organizational: manage multiple accounts, processes, and inquiries simultaneously.
• Technology: familiarity with insurance software systems, CRM tools, and MS Office.

Responsibilities

• Respond to customer inquiries via phone, email, or in-person regarding insurance policies and coverage options.
• Assist customers in understanding and servicing policies and ensuring documentation is complete.
• Help customers navigate the claims process with status updates and guidance.
• Assist with policy renewals and account changes to ensure continuity of coverage.
• Resolve billing, claims, or coverage issues, seeking win-win solutions.
• Provide information about additional coverage options and cross-sell where appropriate.
• Process new applications, updates, and cancellations promptly.
• Ensure compliance with state/federal regulations and company policies.

Skills

Licensing readiness

Experience

Communication skills

Problem-solving

Organizational skills

Technology proficiency

Tools

CRM software

Microsoft Office

Job description

Campbell Shuck Insurance in Indiana is seeking a Customer Service Agent to deliver exceptional service, process payments, handle inquiries, and guide clients through their insurance needs. You will work in-office with a focus on policy processing and regulatory compliance.

The role emphasizes licensing readiness, clear communication, problem-solving, and the ability to manage multiple tasks while maintaining high service standards.