What are the responsibilities and job description for the Insurance Customer success Representative position at HirefinderRPO?
We are a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.
Responsibilities :
Answers a high volume of phone calls daily.
Processes change to active policies.
Provides efficient and effective 5-star customer service.
Enters client data into insurance quoting systems, keeping data accurate.
Obtains underwriting approval by completing insurance application for coverage and gathering required documentation.
Requirements :
3 years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.
Property and Casualty license
Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions
Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
Excellent communication skills
Well-organized with good follow-through to completion
Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader / Acrobat. Able to adapt and learn new, web-based, computer software programs.
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Insurance Customer success Representative?
Sign up to receive alerts about other jobs on the Insurance Customer success Representative career path by checking the boxes next to the positions that interest you.
