Insurance Customer Service Representative job overview
An insurance customer service representative manages insurance company inquiries, resolves service problems, documents customer requests, and finalizes policy adjustments. Additionally, they assist insurance agents and sales representatives in resolving customer complaints. They serve customers through inbound and outbound calls and call transfers for service transactions. An insurance customer service representative usually works full-time in an insurance office or call center.
Insurance Customer Service Representative job summary
Our dynamic team seeks an enthusiastic individual to provide exceptional customer service to our insurance company clients and policyholders. You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You’ll also help resolve billing issues, change policies, and make policy recommendations. If you have previous insurance experience in a customer service role and have a friendly, client-first attitude, please apply today!
Insurance Customer Service Representative responsibilities
Answer incoming call center questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries
Demonstrate accuracy in processing client policy modifications based on the data given
Verify new customers coverage and present policyholders with proof of insurance paperwork
Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies
Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available
Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
Insurance Customer Service Representative qualifications
High school diploma or GED equivalent needed
Previous customer service experience required for this position
Knowledge of insurance products and policy schedules is preferred
Must have knowledge of Microsoft Office and customer relationship management software
Excellent active listening, interpersonal, and communication skills
Insurance Customer Service Representative compensation
$13.72/hr (National Average)
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