Insurance Customer Service Representative 440 220

Insurance Marketing Center; Florida; On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive Pay

Benefits

Professional Development

Job Stability

Job summary

A leading insurance firm is seeking an Insurance Customer Service Representative to maintain customer relationships and handle inquiries. Responsibilities include providing service related to policies, resolving issues, and collaborating with team members. Applicants should have a relevant license and strong knowledge of insurance products. This role offers competitive pay and professional development opportunities.

Qualifications

• Strong knowledge of insurance products and operations.
• Demonstrated strong customer service skills.
• Ability to handle difficult situations with customers.

Responsibilities

• Provide service to existing clients for policy updates and inquiries.
• Answer customer calls regarding new or existing policies.
• Collaborate with team members to provide expertise.

Skills

Strong knowledge of insurance products

Excellent customer focus

Strong written and verbal communication skills

Attention to detail

Time management skills

Education

440 or 220 license

Comparable work experience in insurance

Tools

Agency management systems

Rating tools

Carrier website navigation

Job description

Overview

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

• Competitive Pay
• Benefits
• 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.