Customer Service Representative; Insurance Job Fredericksburg area,Virginia USA,Insurance

Customer Service Representative (Insurance)

Job Category: Insurance

Requisition Number: CUSTO
010596

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Posted:
April 23, 2025
Full-Time
Hybrid

Locations

Showing 1 location

Description

To provide day-to-day service and support to new and existing clients, ensuring objectives for profitability and growth are met.

Job Duties and Responsibilities (Essential Job Functions)

Support sales programs and long-term objectives to enhance business strategy and achieve goals related to profitability, cost control, and organizational effectiveness. (75-80%)

Research and answer calls from clients, underwriters, and third parties.
Advise clients regarding insurance coverage and risk management issues.
Process policy changes and cancellations.
Handle claims and billing inquiries.
Foster and maintain good working relationships with insurance companies and underwriters.

Work with existing clients to provide quotes on current lines of business, line replacements, and cross-selling. (10-15%)

Report immediately any circumstances that may lead to potential or actual Home Services errors and omissions claims or any DOI (Dept. of Ins.) or related complaints to the department manager. (0-5%)

Perform additional responsibilities as requested or assigned. (0-5%)

Performance Expectations

Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
Perform responsibilities as directed, achieving desired results within expected time frames with a high degree of quality and professionalism.
Establish and maintain positive and productive relationships with staff, customers, and business partners.
Demonstrate necessary behavioral and technical competencies to complete job responsibilities effectively. Take personal initiative for professional development.
Follow company HR policies, the Code of Business Conduct, and all relevant policies and procedures, including protecting confidential information, punctuality, and safety practices.

Qualifications

Education:

High School Diploma or equivalent work experience and knowledge.

Experience:

Two years of successful servicing experience with an independent agency or equivalent.

Knowledge and

Skills:

Property and Casualty License
Knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable laws/codes.
Thorough knowledge of personal lines insurance products, especially those through Home Services Insurance.
Excellent analytical, problem-solving, and decision-making skills.
Strong oral, written, and interpersonal communication skills.
Proven organizational, time management, and automation skills.
Familiarity with risk assessment and management techniques.

We offer a comprehensive benefits package including Medical, HSA, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, FSA, and Employee Assistance Program (EAP).

Equal Opportunity Employer

This employer is committed to providing equal employment opportunities. Applicants are advised of their rights under federal employment laws. For more information, see the 'Know Your Rights' notice from the Department of Labor.

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