Insurance Customer Service Representative
About The Position
The primary purpose of this position is to deliver top-tier customer service to credit union members and prospect policyholders who have insurance-related inquiries or needs. This role involves answering questions, resolving issues, processing policy changes, and assisting members with claims. The representative will act as a liaison between members and the insurance carriers, ensuring that all customer requests are handled promptly and accurately. The position requires a current insurance license and the ability to communicate complex insurance information in a clear, helpful manner to ensure member satisfaction.
Requirements
- Required Education: A two-year college degree or completion of a specialized course of study.
- Required Licenses: VA Property & Casualty license.
- Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
- Ability to work in a non-structured environment without daily direction.
- Proficient in computer programs such as DocuSign and Microsoft Office products
- Excellent communication skills - written, verbal and listening
- Problem-solving, organizational skills, attentive to detail and possess the ability to multi-task.
Nice To Haves
- Preferred Experience: Minimum of 1 year in insurance customer service or related role.
Responsibilities
- Respond to member inquires and requests via verbal and written correspondence
- Establish customer relationships and follow up with customers, as needed
- Assist Sales Agents with billing, claims, policy issuance follow-up, documentation, etc.
- Respond to client inquiries and requests via phone, email and text.
- Supports team goals and referral efforts
- Quotes new business when needed
- Cultivates and retains customer relationships by providing prompt, accurate, and friendly customer service.
- Document all activities into our Agency Management System – phone calls, interviews, quotes, sales, etc.
- Maintain long-term relationships with policyholders.
- Learn and maintain working knowledge of North Carolina insurance rules and regulations.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
