Insurance Customer Service Representative

Greater Insurance Service Corp.; Wisconsin; 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

Greater Insurance Service Corp. in Wisconsin is seeking a detail-oriented Insurance Customer Service Representative to join our team. This role involves creating insurance policies, advising clients on coverage, and converting quotes into new policies.

You will also be responsible for resolving billing issues, making policy recommendations, and ensuring high customer service standards are met. The ideal candidate needs to possess a high school diploma and an active Wisconsin insurance license, alongside strong sales and communication skills.

Responsibilities

• Respond directly and promptly to client inquiries and requests.
• Develop and maintain client service plans and manage mid-term changes.
• Prepare, process, review, and monitor documents like certificates of insurance.
• Setup new clients and maintain existing client accounts.
• Meet clients to review their accounts as needed.
• Handle complaints and present solutions within set timeframes.

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

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