Insurance Customer Service Representative

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Paid time off

We are seeking an organized and highly self-motivated Insurance Customer Service Representative to join our team!

Youll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. Youll also help resolve billing issues, change policies, and make policy recommendations.

Insurance Customer Service Representative Responsibilities
Responds directly and promptly to client inquiries and requests
Develops and maintains client service plans and manages mid-term changes
Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, and proposals.
Responsible for new client setup and ongoing client maintenance in the appropriate agency management system
Meets with clients as needed to review clients accounts as needed
Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved

Insurance Customer Service Representative Required Skills
Strong sales and Customer Service skills
Excellent active listening, interpersonal, and communication skills
Prioritize and meet deadlines
Computer experience with Windows based software and general office equipment
Ability to work in a team based setting
Attention to detail

Insurance Customer Service Representative Education and Experience
High school diploma or equivalent required
Insurance background

Insurance Customer Service Representative Licenses or Certifications
Active Wisconsin insurance license