Customer Service Specialist

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 an excellent rapport with clients. If this sounds like you, please start your application today!

• Track current marketing activities, so you can appropriately respond to insurance‑related inquiries with all of the resources at your disposal
• Manage inbound calls related to insurance policy concerns, customer complaints, and general queries
• Maintain a record of customer interactions and follow up on their experience with our organization
• Demonstrate accuracy in processing client policy modifications based on the data given
• Handle complaints, present appropriate solutions, and alternatives within the time frames set, and follow up to ensure that the issue has been resolved

• Assisting with preparing and processing bond documents
• Gathering and organizing required paperwork
• Submitting requests to insurance carriers
• Tracking deadlines and following up as needed
• Maintaining accurate documentation in our agency system
• Supporting producers and team members with client requests
• You’ll receive training and support as you build knowledge and confidence in the role.

• Must have high school diploma or GED equivalent
• Possesses basic knowledge of Microsoft Word, Excel, PowerPoint, and customer database systems
• Previous customer service experience required for this position
• Display strong communication skills, active listening skills, and personal skills
• Basic knowledge of insurance policy procedures and schedules is preferred

$42,000 - $50,000 yearly