Licensed Insurance Customer Advocate

The-Insurance-Resource; Appleton (WI); On-site; USD 42,000 - 54,000; 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 build meaningful relationships with policyholders through outstanding service. You will help clients understand policy details, processing changes, and guiding renewals within a collaborative team.

Responsibilities include addressing inquiries, guiding claims, and collecting feedback to improve service.

Qualifications

• Licensing: Possession of a valid P&C insurance license is mandatory. (However, if you are the right fit, we will consider helping you get licensed.)
• Experience: Proven experience in customer service within the insurance industry.
• Communication: Excellent verbal and written communication skills.
• Customer Focused: A strong commitment to delivering exceptional customer service and ensuring client satisfaction.
• Problem-solving: Demonstrated ability to address customer inquiries and resolve issues effectively.
• Interpersonal Skills: Ability to build and maintain strong client relationships.
• Organizational Skills: Capacity to manage multiple tasks efficiently and prioritize work.
• Teamwork: Ability to work collaboratively with other team members in a dynamic environment.
• Tech Literacy: Familiarity with basic computer applications and CRM software.

Responsibilities

• Client Support: Provide exceptional customer service by addressing policyholders' queries and concerns promptly and professionally.
• Policy Management: Assist clients in understanding policy details and make necessary changes or updates as required.
• Claims Assistance: Guide clients through the claims process, ensuring all documentation is submitted accurately and timely.
• Problem Resolution: Collaborate with clients to resolve any issues related to their insurance policies effectively.
• Education: Educate clients about policy provisions, coverage options, and renewals to enable informed decision‑making.
• Feedback Collection: Gather and report on customer feedback to improve service delivery and customer satisfaction.

Skills

Communication skills

Customer service

Problem-solving

Interpersonal skills

Organizational skills

Teamwork

Tech literacy

Tools

CRM software

Job description

The Insurance Resource in Kimberly, Wisconsin, is seeking a Licensed Insurance Customer Service Representative to build meaningful relationships with policyholders through outstanding service. You will help clients understand policy details, processing changes, and guiding renewals within a collaborative team.

Responsibilities include addressing inquiries, guiding claims, and collecting feedback to improve service.