Insurance Customer Experience Specialist

The Bellante Agency, Inc; Hales Corners (WI); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

401k matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Paid training

Group Health Insurance

Group Dental Insurance

Group Vision Insurance

Employee discounts

Opportunity for advancement

Job summary

The Bellante Agency, Inc. in Wisconsin seeks a Customer Service Specialist to deliver outstanding service to potential and existing customers, identify cross-sell opportunities, and coordinate with sales specialists to support agency goals.

You will assist the agency owner in attaining service targets, handle inquiries about coverages, billing, and claims, and help maintain strong customer relationships to drive loyalty and growth.

Qualifications

• Must have demonstrated customer service experience.
• Excellent communication skills.
• Experienced with PC software applications (Microsoft Office).
• P&C Insurance License and/or Life Insurance License.

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 change 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. Follows up to ensure customer needs are addressed.
• Schedules appointments with existing or prospective customers for agency employees

Skills

Customer service

Communication skills

PC proficiency

Education

P and C Insurance License and/or Life Insurance License

Job description

The Bellante Agency, Inc. in Wisconsin seeks a Customer Service Specialist to deliver outstanding service to potential and existing customers, identify cross-sell opportunities, and coordinate with sales specialists to support agency goals.

You will assist the agency owner in attaining service targets, handle inquiries about coverages, billing, and claims, and help maintain strong customer relationships to drive loyalty and growth.