Insurance Customer Service Representative

Job Description:

All Things Insurance Benefits Insurance Agency is seeking a dedicated and enthusiastic Insurance Customer Service Representative/Administrative Assistant to join our team! This role is vital in ensuring an exceptional client experience by managing customer relationships, making and returning calls & texts, scheduling appointments, handling data entry, and assisting with insurance case management. If you have excellent communication skills, and a passion for helping clients navigate their insurance needs, we’d love to hear from you!

Key Responsibilities:

• Respond promptly to incoming calls, texts/chat, and emails.
• Maintain accurate data and client interactions in CRM- Client Relationship Management database.
• Utilize Microsoft Office Suite - Word, Excel, Outlook, and PowerPoint) for documentation and communication.
• Email management by creating folders or unsubscribe & delete.
• Schedule and manage appointments efficiently.
• Insurance case management to assist clients through policy applications and claims.
• Provide outstanding customer service to ensure client satisfaction and retention, responding to client service inquiries and following up as needed.
• Willing to learn what is needed to advance the company and assist the clients.
• Medicare and/or insurance experience preferred – to assist with enrollment and plan selection.
• Maintain organizational processes to streamline client interactions and follow-ups.

Qualifications & Skills:

• Previous experience in customer service is required.
• Experience in outside sales, retail sales, Medicare, insurance sales or benefits administration is advantageous.
• Life and Health Insurance license is preferred.
• Insurance case management experience is preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) – (50-60 WPM) is required.
• Excellent organizational, scheduling, and email management skills is required.
• Professional and kind voice with strong verbal and written communication skills is required.
• Ability to handle multiple tasks and meet deadlines in a fast-paced environment independently is required.

Job Benefits & Growth Potential:

· 20 hours per week.

· Competitive pay based on experience.

· Opportunity for growth within the agency and cash bonuses.

To Apply: Send your resume and a brief cover letter to regina@allthingsinsurancebenefits.com

Job Type: Part-time

Pay: $15.00 - $18.00 per hour

Expected hours: 20 per week

Supplemental Pay:

• Bonus opportunities

Experience:

• Customer service: 1 year (Preferred)
• Customer relationship management: 1 year (Preferred)
• Customer retention: 1 year (Preferred)

Ability to Commute:

• La Marque, TX 77568 (Required)

Ability to Relocate:

• La Marque, TX 77568: Relocate before starting work (Required)

Work Location: In person

Salary : $15 - $18