Insurance Customer Service Representative
Mutual Insurance Agency
Tampa, FL US
Posted ago
Mutual Insurance Agency
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!
Responsibilities
  • Follow-up on client interactions in a thorough manner to ensure customer satisfaction
  • Validate client insurance coverage and present policyholders with proof of insurance documents
  • Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
  • Answer incoming call center questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries
  • Make accurate modifications to consumer policies depending on the information supplied

  • Provide service for specific book of business and maintain good customer relations with clients.
  • Renewals, Cross Sell and New business for personal lines insurance products.
  • Maintain accurate records in agency management system
  • Be a team player within agency and assist co-workers when needed.
  • Have a great attitude and drive to work hard and excel in the insurance field.

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

  • Maintain at least a 440 CSR Insurance License

About Mutual Insurance Agency

Mutual Insurance is a full-service family-owned independent insurance agency in St Petersburg, FL. We strive to provide our clients with the highest level of service and insurance knowledge. We are excited to add new members to our family and look forward to our continued growth together.

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