Insurance Customer Service Representative

Greater Insurance Service Corp.•Town of Pepin, WI

1d•$40,000 - $45,000

About The Position

We are seeking an organized and highly self-motivated Insurance Customer Service Representative to join our team! You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You’ll also help resolve billing issues, change policies, and make policy recommendations.

Requirements

Strong sales and Customer Service skills
Excellent active listening, interpersonal, and communication skills
Prioritize and meet deadlines
Computer experience with Windows based software and general office equipment
Ability to work in a team based setting
Attention to detail
High school diploma or equivalent required
Insurance background
Active Wisconsin insurance license

Responsibilities

Responds directly and promptly to client inquiries and requests
Develops and maintains client service plans and manages mid-term changes
Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, and proposals.
Responsible for new client setup and ongoing client maintenance in the appropriate agency management system
Meets with clients as needed to review clients’ accounts as needed
Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved