Licensed Insurance CSR — Client Care & Policy Help

The Insurance Resource; Appleton (WI); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Retirement Plan

Evenings Off

Job summary

The Insurance Resource in Kimberly, Wisconsin is seeking a Licensed Insurance Customer Service Representative to deliver exceptional client support, explain policy details, and assist with claims in a collaborative, client-focused environment. You will work directly with policyholders to address inquiries and drive satisfaction.

The role requires a valid P&C license (with potential licensing support), strong communication skills, and a solutions-oriented mindset to educate clients about coverage

Qualifications

• Licensing: P&C license is mandatory, potential to assist with licensing.
• Experience in customer service within the insurance industry.
• Excellent verbal and written communication skills.
• Customer-focused with commitment to satisfaction.
• Strong problem-solving and interpersonal abilities.
• Organizational skills to manage multiple tasks effectively.
• Teamwork and ability to collaborate in a dynamic environment.
• Familiarity with basic computer applications and CRM software.

Responsibilities

• Client Support: provide exceptional customer service for policyholders.
• Policy Management: assist clients with policy details and changes.
• Claims Assistance: guide clients through the claims process.
• Problem Resolution: resolve issues related to insurance policies.
• Education: inform clients about policy provisions and renewals.
• Feedback Collection: gather and report customer feedback to improve service.

Skills

Communication

Customer service

Problem solving

Interpersonal skills

Organizational skills

Teamwork

CRM software

Tools

CRM software

Job description

The Insurance Resource in Kimberly, Wisconsin is seeking a Licensed Insurance Customer Service Representative to deliver exceptional client support, explain policy details, and assist with claims in a collaborative, client-focused environment. You will work directly with policyholders to address inquiries and drive satisfaction.

The role requires a valid P&C license (with potential licensing support), strong communication skills, and a solutions-oriented mindset to educate clients about coverage