Insurance Policy Advisor & Customer Success

Leauxcal-Insurance-Agency-LLC; Lafayette (LA); On-site; USD 60,000 - 120,000; Full time

Job summary

Leauxcal-Insurance-Agency-LLC in Lafayette, LA, seeks an Insurance Customer Service Representative to deliver exemplary service to policyholders and insurance company clients. You will create policies, advise on coverage, and convert quotes into active policies.

Responsibilities include handling inquiries, resolving billing issues, updating policies, and presenting policy recommendations. A candidate with insurance experience and a client-first attitude is preferred, with a salary range of

Qualifications

• High school diploma or GED required.
• Insurance license and insurance experience required.
• Strong communication and active listening skills essential.
• Customer service experience required for this role.

Responsibilities

• Keep track of all customer inquiries and follow up to verify questions are answered regarding policies.
• Track marketing activities to respond to inquiries with available resources.
• Make accurate modifications to consumer policies based on provided information.
• Confirm client insurance coverage and provide evidence of insurance documents to policyholders.
• Contact clients for concerns or complaints and ensure the issue is resolved.

Skills

Customer service

Communication

Active listening

Insurance knowledge

Education

High school diploma or GED

Tools

Database usage

Microsoft Office

Job description

Leauxcal-Insurance-Agency-LLC in Lafayette, LA, seeks an Insurance Customer Service Representative to deliver exemplary service to policyholders and insurance company clients. You will create policies, advise on coverage, and convert quotes into active policies.

Responsibilities include handling inquiries, resolving billing issues, updating policies, and presenting policy recommendations. A candidate with insurance experience and a client-first attitude is preferred, with a salary range of