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Insurance Customer Service Representative
HirefinderRPO • Palm Beach Gardens, FL • Posted 4 days ago via LinkedIn
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In-person • Full-time • Entry Level
Job Highlights
Using AI ⚡ to summarize the original job post
As an Insurance Customer Service Representative, you will provide exceptional service to clients, answer inquiries, and contribute to a team-oriented, collaborative environment in a small but vibrant office setting. This role involves handling all inbound client inquiries, including payments, renewals, cancellations, endorsements, and rewrites, as well as calling on policyholders to deliver and explain policies, analyze insurance programs, and suggest additions or changes.
Responsibilities
- Service all in-bound client inquiries for new and/or existing clients - including Payments, Renewals, Cancellations, Endorsements, and Rewrites.
- Call on policyholders to deliver and explain policy, analyze insurance program and suggest additions or changes.
- Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
- Follow-up on leads generated from inbound calls, and non-renewal leads
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Maintain accurate records and documentation of client interactions and transactions especially if quoting or rewriting.
- Respond to customer inquiries regarding policy questions, changes, billing, and updates. Issue Insurance Documentation (COI, ID cards, etc.)
- Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
Qualifications
Required
- Must have Florida 4-40 License.
- 1+ year in insurance industry is required.
Full Job Description
Position Summary
As an Insurance Customer Service Representative , you will play a pivotal role in our commitment to service and professionalism. This position offers the unique opportunity to be a part of a growth-focused agency. Our ideal candidate will provide exceptional service to clients, answer inquiries, and contribute to our team-oriented, collaborative environment in a small but vibrant office setting.
Responsibilities
- Service all in-bound client inquiries for new and/or existing clients - including Payments, Renewals, Cancellations, Endorsements, and Rewrites.
- Call on policyholders to deliver and explain policy , analyze insurance program and suggest additions or changes.
- Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
- Follow-up on leads generated from inbound calls, and non-renewal leads
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Maintain accurate records and documentation of client interactions and transactions especially if quoting or rewriting.
- Respond to customer inquiries regarding policy questions, changes, billing, and updates. Issue Insurance Documentation (COI, ID cards, etc.)
- Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
Qualifications
- Must have Florida 4-40 License.
- 1+ year in insurance industry is required.
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