Are you a customer service professional looking for a great opportunity in insurance? You might be a perfect fit for our open insurance customer service representative role. You'll be in charge of giving current policyholders excellent customer service by resolving billing issues, amending policies, and making policy suggestions. Additional tasks include generating policy quotes and providing coverage advice for new and potential customers. Our ideal candidate has previous customer service experience and has excellent rapport with clients. If this sounds like you, please start your application today!
Responsibilities Follow-up on client interactions in a thorough manner to ensure customer satisfaction
Remain up to date on new marketing initiatives to accurately address insurance-related questions using all available tools
Respond to incoming calls concerning policy and insurance coverage concerns, as well as customer complaints and general questions
Make accurate modifications to consumer policies depending on the information supplied
Communicate with the customers about complaints, give acceptable solutions, and follow up to ensure that the problem was fixed
Qualifications High school diploma or GED equivalent needed
Excellent active listening, interpersonal, and communication skills
Knowledge of insurance products and policy schedules is preferred
Must have knowledge of Microsoft Office and customer relationship management software
Previous customer service experience required for this position
We are a growing team of financial agents hoping to help one another and help clients all over the United States. We specialize in assisting people to save for and protect their future while ensuring they understand what goes into financial plans so they have ownership over their life goals.
If you are someone who enjoys being able to help others and finds satisfaction in connecting with, educating, and putting together plans for people, this is the team for you.
If you would like more information, contact us today!
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