Benefits:

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Competitive salary

Flexible schedule

Health insurance

Training & development

ROLE DESCRIPTION: We are seeking a motivated and customer-focused Insurance Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional service to our clients by addressing inquiries, resolving issues, and offering guidance related to our insurance products and services. This role requires excellent communication skills, attention to detail, and a strong understanding of insurance policies and procedures.

Key Responsibilities:

Customer Support: Respond to customer inquiries via phone, email, and chat in a timely and professional manner.

Provide detailed information about insurance policies, coverage options, and claims processes.

Assist customers with policy changes, renewals, and cancellations.

Problem Resolution: Address and resolve customer complaints and issues promptly and effectively.

Escalate complex issues to the appropriate department or supervisor when necessary.

Follow up with customers to ensure their issues are resolved to their satisfaction.

Policy Management: Review and process policy applications, endorsements, and renewals.

Ensure all customer information is accurate and up-to-date in the system.

Assist customers in understanding their billing statements and payment options.

Sales Support: Identify opportunities to upsell additional coverage or products that meet customers’ needs.

Collaborate with the sales team to provide leads and support sales initiatives.

Documentation and Reporting: Maintain detailed and accurate records of customer interactions and transactions.

Prepare and submit regular reports on customer service activities and performance metrics.

Qualifications:

Education: High school diploma or equivalent required.

Must obtain P&C Insurance license in CA

Experience: Previous experience in customer service, preferably within the insurance industry.

Knowledge of insurance products, policies, and regulations is a plus.

Skills: Excellent verbal and written communication skills.

Strong problem-solving and critical-thinking abilities.

Proficiency in using customer service software and Microsoft Office Suite.

Ability to manage multiple tasks and prioritize effectively.

Personal Attributes: Friendly, patient, and empathetic demeanor.

Strong attention to detail and organizational skills.

Ability to work independently and as part of a team.

Must pass a background check