Licensed Insurance Customer Service Representative

The Juris Agency; 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

Job Description

Join The Insurance Resource as a Licensed Insurance Customer Service Representative in Kimberly, Wisconsin, where we believe in building meaningful customer relationships through exceptional service. Our team is dedicated to fostering a supportive and engaging environment that enhances both personal and professional growth. In this role, you'll have the opportunity to work directly with our clients, ensuring they receive the help and guidance they need with their insurance policies. We are searching for a communicative and customer-focused individual who can thrive in a collaborative setting. Your role will involve direct client interactions to solve inquiries, resolve issues, and provide excellent support. If you are committed to making a positive impact and enjoy helping clients, this position is perfect for you.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Retirement Plan
• Evenings Off

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.

Requirements

• 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 Skills: 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 customer relationship management (CRM) software.