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Customer Service Representative - Insurance Certificates

M & W Insurance Services Inc

Customer Service Representative - Insurance Certificates

Woodland Hills, CA
Part Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Flexible schedule

    Opportunity for advancement

    Job Description We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that customers receive certificates and evidences of insurance in a timely manner. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

    Responsibilities

    Provide certificates of insurance to clients and vendors

    Manage policies and review for proper coverage

    Maintain detailed records of client interactions

    Collaborate with colleagues to provide comprehensive customer service

    Qualifications

    Commercial or personal insurance experience (P&C Insurance)

    Knowledge of insurance certificates and Acord forms

    High school diploma/GED required (Insurance license not required)

    Excellent communication skills

    Highly organized with strong time management skills

    Familiarity with Microsoft Office, Adobe and other software applications

    This is a remote position.