Client Service Representative

Responsibilities

• Provide service to existing clients related to updating policies
• Answer customer calls and correspondence regarding new or existing insurance policies
• Work with new clients to understand needs and gather necessary data
• Set appointments and/or client calls to review existing policies and coverage needs
• Confer with customers to provide detailed information about products and services
• Resolve product or service issues by clarifying the customer’s concern
• Maintain records of customer interactions and transactions
• Collaborate with team members and mentor staff

• Hold Property & Casualty insurance license required by your state
• Minimum of two years of insurance account management experience
• Strong knowledge of insurance products and usages
• Demonstrate strong customer focus and an excellent phone manner
• Excellent math and reading skills to perform calculations
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
• Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation