Insurance Customer Service Rep Job Description

Insurance Customer Service Rep Job Description Template

Our company is looking for a Insurance Customer Service Rep to join our team.

Responsibilities:

  • Working knowledge of the agency’s core systems; EPIC and Insurance Carrier sites;
  • Provides prompt, efficient, high quality service to designated accounts in support of Producer and Agency activities;
  • Gathers policy information as needed for renewals, changes, quotation;
  • Provides comparative quotes on designated prospects/accounts for Producers;
  • Assists in the production of new accounts and retention of existing accounts;
  • Manages incoming calls, customer contact, and documentation of information in EPIC.

Requirements:

  • Must hold, or obtain within 3 months of hire, licensing in Property/Casualty and Life/Health;
  • Strong customer service focus and enjoy working in a team environment;
  • Strong verbal/written communication skills, accuracy and attention to detail;
  • Phone / work experience in professional office setting;
  • PC Skills.