Insurance Customer Service Representative

Job Description

Job Description

Salary :

Warren Insurance Group is seeking an enthusiastic and personable Personal Lines Customer Service Representative. The successful candidate will be responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed, accuracy and professionalism. The candidate will interact daily with customers, insurance carriers, and fellow employees while conducting specific service activities.

The ideal candidate will have P&C insurance industry experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem solving skills.

The candidate must :

• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
• Set appointments and / or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, and round out accounts.
• Confer with customers to provide detailed information about products and services, cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.
• Collaborate with team members / mentor staff and participate in formal and informal meetings as needed.
• Participate in agency marketing activities, meet with carriers, attend CE sessions and other agency functions.
• Perform administrative duties as needed such as answering phones, opening mail, and greeting visitors.