Insurance Customer Service
About The Position
As a Licensed Property and Casualty Insurance Professional, you will play a pivotal role in helping clients protect their assets and mitigate risks. You will be responsible for building strong client relationships, providing expert insurance advice, and ensuring client satisfaction through personalized solutions and exceptional service. Key Responsibilities: Assess client needs and recommend appropriate property and casualty insurance coverage options. Prepare and present insurance proposals to prospective clients, clearly explaining policy terms and coverage. Assist clients with policy renewals, endorsements, and claims processing. Conduct policy reviews to ensure adequate coverage and identify opportunities for cross-selling or upselling. Stay up-to-date on industry trends, regulations, and insurance products to provide accurate information and advice. Build and maintain relationships with carriers to negotiate competitive terms for clients. Handle inquiries, resolve issues, and provide timely follow-up to ensure client satisfaction. Maintain accurate records of client interactions and policy details using the company’s CRM or database system.
Requirements
- Active Property and Casualty Insurance License required.
- Proven experience in property and casualty insurance sales or customer service.
- Strong knowledge of insurance products, underwriting processes, and industry regulations.
- Excellent communication, negotiation, and interpersonal skills.
- Detail-oriented with strong organizational and time-management abilities.
- Proficiency in using insurance software and CRM tools.
- A customer-focused mindset with a passion for helping clients achieve peace of mind.
Responsibilities
- Assess client needs and recommend appropriate property and casualty insurance coverage options.
- Prepare and present insurance proposals to prospective clients, clearly explaining policy terms and coverage.
- Assist clients with policy renewals, endorsements, and claims processing.
- Conduct policy reviews to ensure adequate coverage and identify opportunities for cross-selling or upselling.
- Stay up-to-date on industry trends, regulations, and insurance products to provide accurate information and advice.
- Build and maintain relationships with carriers to negotiate competitive terms for clients.
- Handle inquiries, resolve issues, and provide timely follow-up to ensure client satisfaction.
- Maintain accurate records of client interactions and policy details using the company’s CRM or database system.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
