Field Insurance Customer Service Representative I (58459)
About The Position
Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community? Are you passionate about delivering exceptional customer service and eager to grow your career in the insurance industry? As an Insurance Customer Service Representative I (CSR I), you will be part of a dynamic team dedicated to providing Five Diamond Service to our valued clients. This entry-level position is designed for individuals looking to build a strong foundation in Personal Lines insurance while supporting customers with their policy needs. What you will do: Complete initial comprehensive Personal Lines insurance training. Will provide day to day servicing of Personal Lines policies by answering customer questions and requests related to coverages, discounts, registrations, and claims, using Five Diamond standards. Processes policy transactions utilizing various carrier systems. Identify opportunities to upgrade insurance coverages and recommend appropriate services and products. Processes discounts that are received through email or mail; uses judgment to apply effective date of discount and ensures that proper documentation is received. Trains to research premium differences to identify origin of difference; obtains information from master file, selling agent and/or insurance company to resolve discrepancies; develops an understanding of the theory of rating; contacts insureds to explain premium difference; adheres to AAA's Five Diamond service standards in handling customer inquiries. Exchange information with insurance companies, underwriters, banks, car dealers, etc. to facilitate processing of insurance related documents. Builds and manages customer relationships and identifies opportunities to improve service delivery.
Requirements
- High School Diploma or GED required
- 1+ years Customer service experience required
- Successful completion of CSR training required
- Personal Lines Insurance License within 30 Days required
Responsibilities
- Complete initial comprehensive Personal Lines insurance training.
- Will provide day to day servicing of Personal Lines policies by answering customer questions and requests related to coverages, discounts, registrations, and claims, using Five Diamond standards.
- Processes policy transactions utilizing various carrier systems.
- Identify opportunities to upgrade insurance coverages and recommend appropriate services and products.
- Processes discounts that are received through email or mail; uses judgment to apply effective date of discount and ensures that proper documentation is received.
- Trains to research premium differences to identify origin of difference; obtains information from master file, selling agent and/or insurance company to resolve discrepancies; develops an understanding of the theory of rating; contacts insureds to explain premium difference; adheres to AAA's Five Diamond service standards in handling customer inquiries.
- Exchange information with insurance companies, underwriters, banks, car dealers, etc. to facilitate processing of insurance related documents.
- Builds and manages customer relationships and identifies opportunities to improve service delivery.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1-10 employees
