Insurance Customer Service Agent - Licensed

Job Description

The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction.

Responsibilities:

Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues.

Consult on customer success - Advise customers on how to successfully leverage the product/service based on their unique needs.

Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic.

Track interactions in CRM - Record customers interactions in internal system for cross-functional awareness and relationship development.

Requirements:

PERSONAL LINES or PROPERTY & CASUALTY INSURANCE LICENSE REQUIRED

1-2 years proven experience in supporting client success

Excellent written and verbal communication skills

Ability to address complaints and issues with effective solutions and a positive attitude

Passion for delighting customers with above and beyond service

Excellent time-management and prioritization skills

Familiarity with Insurance CRM systems

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Full-time