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Job description

Insurance Customer Service Representative

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 template

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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!


Ashburn, VA
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)

Industry tested

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High quality

This template attracts 30% more quality candidates at 1/10 of the average cost per hire.

DISC+ optimized

This template has been written for the ideal insurance customer service representative's personality type.

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