Job Summary:

The Customer Service Agent is responsible for providing excellent customer service, processing payments, handling inquiries, claims intake, and assisting clients with their insurance needs. This requires a thorough understanding of insurance policies, regulations, and industry standards to effectively serve customers.

Key Responsibilities:

Customer Support:

Respond to customer inquiries via phone, email, or in-person regarding insurance policies, claims, coverage options, and general company information.

Policy Management:

Assist customers with understanding their insurance policies, servicing policies, and ensuring all necessary documentation is complete.

Claims Assistance:

Help customers navigate the claims process by explaining requirements, providing status updates, and ensuring claims are processed accurately and promptly.

Renewals and Retentions:

Assist customers in renewing policies and managing account changes to ensure continuity of coverage.

Problem Resolution:

Resolve any issues or complaints related to billing, claims, or coverage, striving to find solutions that benefit both the customer and the company.

Sales Support:

Provide customers with information about additional coverage options, cross-selling, or new products that meet their needs, contributing to sales goals.

Policy Processing:

Accurately process new insurance applications, updates to existing policies, and cancellations in a timely manner.

Regulatory Compliance:

Ensure compliance with state and federal insurance regulations, company policies, and ethical standards.

Maintain Knowledge:

Keep up to date with industry trends, new products, and changes in insurance laws and regulations.

Qualifications:

Licensing:

If not currently licensed, you must obtain a valid insurance license within 30 days of hire (e.g., Property & Casualty). Pay increase upon licensure.

Experience:

Prior experience in customer service, insurance, or a related field is preferred.

Communication Skills:

Excellent verbal and written communication skills, with the ability to explain complex concepts in a simple and understandable way.

Problem-Solving Skills:

Strong ability to troubleshoot issues and find solutions that meet customer and company needs.

Organizational Skills:

Ability to manage multiple customer accounts, processes, and inquiries simultaneously.

Technology Proficiency:

Familiarity with insurance software systems, CRM tools, and Microsoft Office Suite.

Working Conditions:

Full-time In-office Compensation:

Competitive salary Benefits may include paid time off, and/or retirement plans

Job Type:

Full-time Pay:

$20.00 - $25.00 per hour

Benefits:

401(k) 401(k) matching Paid time off

Work Location:

In person