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Insurance CSR - Customer Service Representative

R.W. Caldwell, Inc.

Insurance CSR - Customer Service Representative

National
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Opportunity for advancement

    Paid time off

    Position Description:

    We are looking for a Customer Service Representative to assist our insurance team. In this role, you will be responsible for answering customer queries, dealing with complaints, policy changes, and general office admin items. You may also be required to review a customer’s policy and direct calls to sales agents when a policy needs to be initiated or upgraded. Our ideal candidate should have a friendly and professional demeanor, good communication skills, and the ability to stay calm under pressure.

    Major Areas of Responsibility

    Identify the customers’ needs and provide a solution in the most efficient manner to achieve client satisfaction

    Execute policy changes

    Process policy payments

    Effectively manage large amounts of incoming tickets, calls & emails

    Provide accurate, valid and complete information by using the correct methods/tools

    Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution

    Keep accurate notes of customer interactions and verify customer’s contact information

    Maintain divisions filing system.

    Job Requirements:

    Strong phone and verbal communication skills along with active listening

    Customer focus and adaptability to different personality types

    Ability to multi-task, set priorities and manage time effectively

    Attention to detail, confidentiality and accuracy are key requirements

    Office Admin Tasks such as filing, answering phones, and communicating with other divisions.

    Prior experience in insurance office is preferred but not Required.