Mon-Fri Schedule Retirement Plan Evenings Off 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.

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. About Us The Insurance Resource has been an independent insurance agency since 1964. We are proudly serving the Fox Valley community with the highest standard of customer service and products. We offer all lines of insurance products for the entire state of Wisconsin. Our growing list of financially strong insurance providers range from national, regional, and state insurance companies. 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