Insurance Service Associate
We are looking for an experienced Insurance Service Associate supporting Property & Casualty Insurance clients in Phoenix, Arizona. You will play an essential role in delivering outstanding customer experiences. You'll receive thoughtful guidance as you communicate with clients, solve problems, and support their insurance needs, always ensuring that every interaction is efficient, fair, and aligned with our company's values.
Key Responsibilities :
- Deliver exceptional service to clients through various channels including phone, email, and chat, making every interaction count.
- Build a solid understanding of a product, gaining valuable insurance industry expertise you can grow throughout your career.
- Utilize modern internal systems and software such as HRIS, Salesforce, Flex, Core Advanced, and ORS to efficiently process information and streamline your workflow.
- Complete accurate data entry with strong prioritization and organization skills, ensuring details are always in perfect order.
- Thoroughly document all interactions to provide transparency and continuity in client support
Requirements Qualifications :
Associate's degree preferred to bring your foundation or your willingness to continue learning!Previous experience in the insurance industry is preferred a desire to learn and grow is essential.Technical Skills :
Proficient in using insurance, HR, and customer service software, including HRIS, Salesforce, Flex, Core Advanced, and ORS.Strong data entry capabilities with attention to detail for accurate recordkeeping and documentation.Familiarity with Microsoft Office Suite (Outlook, Word, Excel) for communication, reporting, and managing client information.Soft Skills :
Excellent verbal and written communication skills, able to convey information clearly and empathetically to clients.Strong organizational and time management abilities to efficiently prioritize multiple tasks in a fast-paced environment.Effective problem-solving and adaptability, with a positive attitude when handling client concerns or evolving needs.