Local In-Office Insurance Agency Licensed Customer Service Associate

Job Description

Job Description

Looking for an in-office growth minded individual who excels with customer relations, communication, adaptability, and customer retention in a high pace in office environment.

 

Duties include:

• Assisting customers with their inquiries about policy details, claims, premiums, and more
• Processing policy changes, updates, and cancellations as per the client’s request
• Explaining the different types of insurance policies and coverage to customers
• Identifying and assessing customers’ needs to achieve satisfaction
• Resolving product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, and following up to ensure resolution
• Maintaining records of customer interactions, processing customer accounts, and filing documents
• Contributing to team effort by accomplishing related results as needed
• Upselling and cross-selling insurance products and services to existing customers based on their needs
• Working closely with the underwriting, claims, and sales departments to ensure all client needs are met.

Benefits Include:

• Retirement plan
• Comprehensive health insurance
• Dental and vision insurance
• Life insurance
• Paid time off
• Training and development opportunities
• Competitive salary plus bonus

Requirements:

• Licensed in NC or VA for Property and Casualty Insurance
• Proven work experience as an Insurance Customer Service Representative or similar role
• Property and Casualty Insurance License
• Knowledge of insurance policies and regulations
• Excellent communication and interpersonal skills
• Ability to handle multiple tasks and manage time effectively
• Proficiency in Microsoft Office Suite and customer relationship management software
• High school diploma; Bachelor’s degree in Business Administration or relevant field is a plus