Licensed Customer Service Representative – Experienced Insurance Professional

Job Description

Capstone Insurance Group, a respected agency located in Coon Rapids, Minnesota, is seeking a licensed and experienced Customer Service Representative to join our team. At Capstone, we pride ourselves on delivering exceptional service, building strong client relationships, and maintaining a high standard within the insurance industry.

Position Overview:

As a key part of our team, you will bring your knowledge and expertise to assist clients, provide tailored solutions, and handle inquiries with the confidence that only experience brings. This role is ideal for someone with a passion for client satisfaction and a commitment to making a difference in each clients experience with Capstone Insurance.

Why Capstone Insurance Group?

Be Part of a Legacy: Join a team that values integrity, client trust, and a dedication to excellence.

Growth and Stability: Work in an environment where your skills and experience are valued and rewarded.

Community Impact: Serve clients within the vibrant community of Coon Rapids.

Requirements:

Current insurance license

Proven experience in customer service within the insurance sector

Strong communication and problem-solving skills

If you are a proactive, client-centered professional with a background in insurance, we encourage you to apply today and grow with Capstone Insurance Group!

Salary: $50000.00 - $65000.00 per year

Annual Base Salary Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Life Insurance

Career Growth Opportunities

Retirement Plan

Evenings Off

Hands on Training

Here are some tailored responsibilities for the Customer Service Representative role at Capstone Insurance Group:

Responsibilities:

Client Assistance: Provide prompt and professional responses to client inquiries, policy questions, and service requests, ensuring a smooth and positive client experience.

Policy Management: Support clients in understanding their policies, processing policy changes, handling renewals, and assisting with billing inquiries.

Claims Support: Guide clients through the claims process, from initial filing to follow-up, providing assistance and ensuring they have a clear understanding of next steps.

Documentation and Record Keeping: Maintain accurate records in our systems, including client interactions, policy updates, and claims information to ensure up-to-date and compliant client files.

Cross-Selling Opportunities: Identify potential cross-sell opportunities within our existing book of business and recommend additional coverage options to meet clients' needs.

Problem Resolution: Address client concerns with empathy and efficiency, aiming for first-contact resolution and satisfaction.

Collaboration with Sales Team: Work closely with sales agents to ensure client policies are accurately quoted, bound, and serviced, supporting the agencys growth and retention efforts.

Active Insurance License: Must hold a current Property & Casualty insurance license (required).

Insurance Experience: Minimum of 2 years of customer service experience in the insurance industry, preferably in Property & Casualty.

Client-Focused Mindset: Demonstrated ability to understand client needs, provide effective solutions, and prioritize a high standard of service.

Communication Skills: Excellent verbal and written communication skills to clearly explain policies, procedures, and solutions to clients.

Attention to Detail: Strong organizational skills with attention to detail for managing client records, policy changes, and documentation.

Tech Proficiency: Proficient in using insurance agency management software (e.g., EZ Lynx, Agency Zoom) and basic office software, such as Microsoft Office Suite.

Problem Solving and Initiative: Ability to resolve issues independently and proactively seek opportunities to enhance client satisfaction.

Time Management: Effective at managing multiple client requests and responsibilities, with the ability to prioritize tasks efficiently.