Customer Service Representative 140 views

To succeed as an insurance customer service representative, the perfect candidate needs to possess the following qualities, skills, abilities, and knowledge, which most employers require:

  • Ability to multi-task.
  • Ability to handle and pacify difficult customers.
  • Effective communication skills – both verbal and non-verbal.
  • Must always be friendly and willing to provide assist others.
  • A good memory for remembering data and details.
  • Basic computer and typing skills.
  • Must be punctual at all times and able to put in flexible working hours.
  • A good listener with sound judgment.
  • Ability to cope in a fast paced job environment.
  • He/she must be able to critically analyze all situations and solve problems efficiently.
  • Must be a team player
  • Recent Insurance Industry experience preferred
  • Current Property & Casualty Agent License required
  • Experience working with Applied TAM system beneficial

Below is a sample of the job description for the insurance customer service representative position, showing important tasks, duties, and responsibilities that must be performed:

  • Ensure that customers make buying decisions armed with the right amount of information.
  • Analyze customer’s complaints and recommend solutions.
  • Discuss with customers on telephone and provide information on the company’s products and services.
  • Record all conversations with clients with details of inquiries or complaints and action steps that were taken.
  • Understand the company’s insurance policies and products and be able to tell whether a policy covers a type of loss or not.
  • Call up customers who had previously called to complain to know if their challenges have been resolved and to ensure that they are now satisfied.
  • Take S.O.S calls from clients that have been involved in an accident, vehicle breakdown, or clients who need assistance with their vehicles and mobilizing help for such clients.
  • Communicate changes or adjustment in policies to clients.
  • Send newsletters, mails, and other forms of correspondences to customers.
  • Receive reports of claims and communicate reports of investigation to the clients.
  • Forward all filed claims to the appropriate department for handling and investigation.
  • Assist in soliciting sales of new products and policies.
  • Liaise with other departments and provide support to them.
  • Assist clients in filling of policy documents and contact them whenever any error is discovered, or when it needs to be corrected.
  • Offer information about price quotes to prospective customers.
  • Liaise with the companies insurance agents and process all orders made via telephone.
  • Receive visiting customers and provide them with necessary assistance.
  • Manage and protect the reputation of the company.
  • Maintain strong clientele relationship with customers.

Job Type: Full-time

Salary: $40,000.00 to $45,000.00 /year

Required experience:

  • Customer Service: 1 year

Required license or certification:

  • Is your Property & Casualty Agent License current?
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  • Address Hollywood FL
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