Insurance Customer Service Agent

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

Job Summary: The Customer Service Agent is responsible for providing excellent customer service, processing payments, handling inquiries, claims intake, and assisting clients with their insurance needs. This requires a thorough understanding of insurance policies, regulations, and industry standards to effectively serve customers.

Key Responsibilities:

• Customer Support: Respond to customer inquiries via phone, email, or in-person regarding insurance policies, claims, coverage options, and general company information.
• Policy Management: Assist customers with understanding their insurance policies, servicing policies, and ensuring all necessary documentation is complete.
• Claims Assistance: Help customers navigate the claims process by explaining requirements, providing status updates, and ensuring claims are processed accurately and promptly.
• Renewals and Retentions: Assist customers in renewing policies and managing account changes to ensure continuity of coverage.
• Problem Resolution: Resolve any issues or complaints related to billing, claims, or coverage, striving to find solutions that benefit both the customer and the company.
• Sales Support: Provide customers with information about additional coverage options, cross-selling, or new products that meet their needs, contributing to sales goals.
• Policy Processing: Accurately process new insurance applications, updates to existing policies, and cancellations in a timely manner.
• Regulatory Compliance: Ensure compliance with state and federal insurance regulations, company policies, and ethical standards.
• Maintain Knowledge: Keep up to date with industry trends, new products, and changes in insurance laws and regulations.

Qualifications:

• Licensing: If not currently licensed, you must obtain a valid insurance license within 30 days of hire (e.g., Property & Casualty).Pay increase upon licensure.
• Experience: Prior experience in customer service, insurance, or a related field is preferred.
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex concepts in a simple and understandable way.
• Problem-Solving Skills: Strong ability to troubleshoot issues and find solutions that meet customer and company needs.
• Organizational Skills: Ability to manage multiple customer accounts, processes, and inquiries simultaneously.
• Technology Proficiency: Familiarity with insurance software systems, CRM tools, and Microsoft Office Suite.

Working Conditions:

• Full-time
• In-office

Compensation:

• Benefits may include paid time off, and/or retirement plans