Personal Lines Insurance Customer Service / Account Manager

Job Description

Job Description

We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Responsibilities

• Process customer policy change requests.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Provides on-going support to insurance clients as needed.
• Stay up-to-date on industry market trends and best practices.
• Assess and identify the wants and needs of your customer(s) over the phone.
• Attend training and continuing education courses.
• Handle customer renewals.

Requirements

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.