Insurance Customer Service Representative

Independent Insurance Agents of Wisconsin (IIAW); Town of Pepin (WI); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Paid time off

Job summary

Independent Insurance Agents of Wisconsin (IIAW) is looking for a detailed and motivated Insurance Customer Service Representative in Town of Pepin, Wisconsin. This role involves creating insurance policies and advising clients on coverage while ensuring excellent customer service.

Responsibilities include responding to client inquiries, maintaining service plans, and preparing necessary documentation. Candidates must possess a high school diploma and ideally have an insurance background.

The position requires strong communication skills, attention to detail, and an active Wisconsin insurance license.

Responsibilities

• Responds directly and promptly to client inquiries and requests.
• Develops and maintains client service plans and manages mid-term changes.
• Accurately prepares and processes insurance documents.
• Responsible for new client setup and ongoing client maintenance.
• Meets with clients to review accounts as needed.
• Handles complaints and follows up on issue resolution.

Skills

Sales skills

Customer service skills

Active listening

Interpersonal skills

Deadline management

Computer skills

Teamwork

Attention to detail

Education

High school diploma or equivalent

Insurance background

Job description

Benefits

• 401(k)


• 401(k) matching


• Dental insurance


• Paid time off

We are seeking an organized and highly self-motivated Insurance Customer Service Representative to join our team!

You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You’ll also help resolve billing issues, change policies, and make policy recommendations.

Insurance Customer Service Representative Responsibilities

• Responds directly and promptly to client inquiries and requests


• Develops and maintains client service plans and manages mid-term changes


• Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, and proposals.


• Responsible for new client setup and ongoing client maintenance in the appropriate agency management system


• Meets with clients as needed to review clients’ accounts as needed


• Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved

Insurance Customer Service Representative Required Skills

• Strong sales and Customer Service skills


• Excellent active listening, interpersonal, and communication skills


• Prioritize and meet deadlines


• Computer experience with Windows based software and general office equipment


• Ability to work in a team based setting


• Attention to detail

Insurance Customer Service Representative Education and Experience

• High school diploma or equivalent required


• Insurance background

Insurance Customer Service Representative Licenses or Certifications

• Active Wisconsin insurance license