Insurance Customer Service Representative (440 220)

Uloop Inc.; Miami (FL); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

The Insurance Marketing Center within Uloop Inc. seeks an Insurance Customer Service Representative to maintain strong client relations by handling inquiries and processing policy updates, quotes, and payments. You will interact daily with customers, carriers, and staff to deliver timely service and accurate documentation.

Responsibilities include answering calls, assisting producers, scheduling appointments, and resolving issues with a focus on customer satisfaction and policy accuracy.

Qualifications

• Possess a 440 or 220 license or be pursuing one.
• Strong knowledge of insurance products, rating and underwriting procedures.
• Excellent phone manner and written/verbal communication skills.
• Ability to research options, quote, bind, renew and negotiate with carriers.

Responsibilities

• Provide service for updating policies, quotes, payments, and documentation.
• Answer calls and correspondence about new or existing policies and claims.
• Assist producers to gather data, present options, bind new coverage, and renewals.
• Schedule appointments and review policies, liability limits, and coverage needs.
• Explain products and services, process renewals, cancel accounts, and take payments.
• Resolve issues by clarifying concerns, determining causes, and following up.
• Review audits/policies for accuracy and coordinate with carrier.
• Maintain records of interactions in the agency system.
• Collaborate with team, mentor staff, and participate in meetings.

Skills

Customer service

Phone manners

Communication skills

Math skills

Time management

Attention to detail

Organizational skills

Multi-tasking

Follow-up skills

Problem solving

Education

Insurance license (440/220)

Tools

Agency management systems

Rating tools

Carrier website navigation

Job description

Job Description

The Insurance Customer Service Representative at Insurance Marketing Center is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
• Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• 440 or 220 license or be working towards completion of license required.
• Comparable work experience in the insurance field preferred.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.