Insurance Customer Service Pro - Growth & Bonuses

American Family Insurance; Gresham (OR); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Dental and Vision Plans

401(k) with company match

Bonuses

Awesome team of professionals

Job summary

The Raymond Love Agency in Gresham, Oregon is seeking a motivated Insurance Customer Service Representative (CSR) to join our team. This full-time office role requires organization, prioritization, and teamwork to deliver excellent service.

Responsibilities include assisting customers, processing endorsements, policy verification, updating insurance certificates, cross-selling products, and accurate data entry in our agency system. An equal opportunity employer with a supportive team environment.

Qualifications

• Education: High School or higher
• Proficient data entry skills.
• Must be organized and have good time management skills
• Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
• Must be detail oriented with a strong attention to detail
• Excellent verbal and written communication skills required
• Must be able to work in a fast-paced environment and be a self-starter

Responsibilities

• Assists customers with their bills, telephone inquiries, mail requests and other services as needed
• Order policies and request endorsements from the company as required
• Policy verification assistance
• Updating Certificates of Insurance
• Offering additional products to ensure customers have good insurance
• Provides solutions and resolves issues for clients in a timely and effective manner
• Prepare quotes and proposals for producers to give to clients and maintain client files
• Quickly enter client information into agency management system
• Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application
• Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance

Skills

Data entry

Time management

Organization

Teamwork

Verbal & written communication

Self-starter

Customer service

Education

High School diploma or higher

Tools

Microsoft Office Suite

Internet Explorer

Job description

The Raymond Love Agency in Gresham, Oregon is seeking a motivated Insurance Customer Service Representative (CSR) to join our team. This full-time office role requires organization, prioritization, and teamwork to deliver excellent service.

Responsibilities include assisting customers, processing endorsements, policy verification, updating insurance certificates, cross-selling products, and accurate data entry in our agency system. An equal opportunity employer with a supportive team environment.