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Licensed Insurance Customer Service Representative

Company:
A To Z Insurance Agency LLC
Location:
San Jose, CA
Posted:
May 15, 2024
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Description:

Job Description

We are seeking a Licensed Insurance Customer Service Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.

Responsibilities:

Answer inbound telephone calls

Greet and assist onsite guests

Plan and schedule appointments and events

Develop and implement organized filing systems

Processing Payments for customer

Performing Endorsements like adding a car/driver or updating coverages

Interactions with underwriters, claims or billing reps to resolve customer issues

Performing Insurance reviews with customers.

Document and update customer records based on interactions

Handle customer inquiries and complaints

Troubleshoot and resolve product issues and concerns

Develop and maintain a knowledge base of the evolving products and services

Draft correspondences and other formal documents

Perform all other office tasks

Qualifications:

Previous experience in office administration, customer service in insurance field

Positive and professional demeanor

Ability to prioritize and multitask

Ability to build rapport with clients

Excellent written and verbal communication skills

Strong attention to detail

Strong organizational skills

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