[Remote] Personal Lines Insurance Customer Service Representative

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a family-owned, global automotive services organization dedicated to delivering exceptional customer experiences. They are seeking a Personal Lines Insurance Customer Service Representative to handle incoming customer inquiries, process policy changes, assist the sales team, and ensure customer satisfaction through effective communication and follow-up.

Responsibilities

• Handle incoming customer phone calls and either resolve issues or reroute to a team member. Follow-up with customers as needed to ensure requests have been met
• Process policy changes, answer billing questions, issue insurance documents and certificates and other service requests that might come reputed company phone, e-mail or mail
• Assist the sales team by organizing, scanning and electronically filing required insurance policy documents and customer information
• Assist the customer support team by assisting with policy audits, uploading or downloading information and helping with retention efforts
• Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested
• Participate in efforts to maximize renewal retention. These efforts might include renewal audits, client surveys or questionnaires conducted by phone, thank you calls, birthday or anniversary mailings or other customer care initiatives as directed
• Work closely with management team to help reputed company premium, retention and growth targets for reputed company lines of selected business
• Act as a brand ambassador for the insurance group at reputed company reputed company functions and across the reputed company organization
• Interact with Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives. This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful reputed company and processes with the rest of the reputed company
• Complete administrative tasks as directed by the leadership team including, but not limited to, taking incoming calls, making outbound customer calls, responding to e-mails, filing (electronic and reputed company), sorting and distributing mail, assisting with community and corporate events, responding to reputed company communications and assisting the finance and reputed company team with tasks that may be assigned
• Dedicated to delivering exceptional customer care to reputed company prospects and clients of the business
• reputed company to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and reputed company of the reputed company group of companies
• Some flexibility in work schedule. This position may require some evening and Saturday hours
• Adaptability. reputed company Insurance Services is the newest division in a successful group of growing companies. Candidates must have a “get it done” attitude and be willing to adapt and change as the business grows

Skills

• Four-year college degree or demonstrated equivalent experience as determined by department management
• Property & Casualty Insurance License
• Candidates must have an insurance license or be reputed company to sit for and pass state licensing exams for both Property and Casualty. License issuance will be required reputed company 90 days of joining the reputed company organization
• Flexibility in work schedule. This position will require some evening and Saturday hours
• Individuals must be highly organized and exceptional at following-up on assigned tasks
• Focused on learning and personal growth
• Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business. This will include attending both live and recorded training sessions as well as independent study and 1-1 training in office
• Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment
• A demonstrated ability to reputed company genuine relationships with selected business partners and fellow team members reputed company the insurance operation. Candidates must be outgoing and reputed company to reputed company and motivate potential referral sources
• Dedicated to delivering exceptional customer care to reputed company prospects and clients of the business
• reputed company to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and reputed company of the reputed company group of companies
• Excellent writing and communication skills
• Property and Casualty insurance experience is preferred, but not required

Benefits

• Health Insurance
• reputed company Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement
• We offer excellent benefits including health, reputed company, dental, life and disability insurance, and 401(k) with company match.
• Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty.
• In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.
• In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Company Overview