Insurance Office Customer Service

Job Description

Job Description

Job Summary

The customer service representative will be responsible for answering calls, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry that crosses your desk.

Customer Service Duties and Responsibilities

• Able to think fast, find answers, and respond quickly to customer issues, all with a polite, empathic, and professional voice and manner
• Able to up-sell and cross-sell
• Able to generate sales leads from calls
• Answer and manage incoming calls, emails, chats, and/or interactive voice response systems
• Ability to memorize, recall, or research answers quickly
• Excellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience
• Ability to learn and follow all customer service procedures and policies
• Strive to meet and go above personal and team targets, goals, and quotas
• Aim for customer resolution and return
• Record, organize and file customer interactions and profile/account changes
• Able to address returns, refunds, and shipping tracking numbers

Customer Service Requirements and Qualifications

• High school degree or equivalent
• Have insurance Property and Casualty License (willing to work with you to obtain it)
• Bilingual preferred (Spanish)
• Previous experience in customer support, client services, sales, or a related field
• Excellent at communicating over the phone and handling phone systems
• Basic computer skills and experience with tracking and recording call information, filing documents or updating customer profiles/accounts
• Able to concentrate on multiple problems at once
• Excellent time management and prioritization skills
• Ability to answer the phone, listen actively, relay information, and type basic information simultaneously
• Customer-focused for positive customer experience and resolution