Insurance Customer Advocate & Service Specialist

T. Matthews Agency, LLC; Omaha (NE); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Competitive hourly pay plus commission

Paid training

Paid Time Off

Job summary

T. Matthews Agency, LLC in Omaha, NE is seeking a Customer Service Representative to deliver exceptional service to potential and existing customers.

The role includes identifying cross-sell opportunities and coordinating with sales specialists to support agency goals. The position emphasizes building trust with clients, handling inquiries about coverages, billing, and claims, and following agency processes to ensure satisfaction.

Qualifications

• Demonstrated customer service experience.
• Effective communication skills.
• Proficient with PC software applications (Microsoft Office, Internet Explorer).
• Solid knowledge of basic mathematical skills.

Responsibilities

• Provides personalized, professional customer service experiences by building trust and developing strong customer relationships.
• Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures.
• Drives customer satisfaction by following best practices: Personal Insurance Review, rate revision notification, and claims process.
• Processes changes to existing accounts and policies.
• Serves as a liaison on behalf of the customer between the agency and various business partners.
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources, and follows up to ensure needs are addressed.
• Schedules appointments with existing or prospective customers for agency employees.

Skills

Customer service experience

Effective communication

Mathematical skills

Client relationship building

Tools

Microsoft Office

Internet Explorer

Job description

T. Matthews Agency, LLC in Omaha, NE is seeking a Customer Service Representative to deliver exceptional service to potential and existing customers.

The role includes identifying cross-sell opportunities and coordinating with sales specialists to support agency goals. The position emphasizes building trust with clients, handling inquiries about coverages, billing, and claims, and following agency processes to ensure satisfaction.