Insurance Customer Service Representative

American Family Insurance; Gresham (OR); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Opportunity for advancement

Paid time off

Vision insurance

401(k) with company match.

Monthly, Quarterly and Annual Bonses

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 handles billing inquiries, policy requests, endorsements, and client data management.

The ideal candidate is organized, detail oriented, and excels in a fast-paced, team-based environment, with strong communication skills and a commitment to excellent service.

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

Organized

Time management

Verbal and written communication

Self-starter

Sales and customer service

Education

High School or higher

Tools

Microsoft Word

Microsoft Excel

Outlook

Adobe

Internet Explorer

Job description

Benefits

• Bonus based on performance
• Dental insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Full job description

Grow With Us! At the Raymond Love Agency, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Raymond Love Agency is currently seeking a motivated and ambitious Insurance Customer Service Representative (CSR) to join our team. This position will report to our agency located in Gresham, Oregon. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a full time position working at our office.

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

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

Benefits

• Company Paid Life Insurance
• Dental and Vision Plans
• 401(k) with company match.
• Monthly, Quarterly and Annual Bonses
• An awesome team of professionals!

The Raymond Love Agency is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

Qualifications

• Ability to work independently to plan, set priorities and organize work
• Demonstrated sales and customer service experience
• Excellent oral and written communication skills
• Demonstrated analytical skills
• Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
• Experience using a wide range of digital devices such as smartphones, tablets, and laptop computers
• Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.
• Ideally has their Property and Casualty license. Must acquire within 2 weeks of job offer, we pay to train and take exam.