Insurance Customer Service Representative

**About Us**

Oyer Insurance Agency is a company that values providing quality service over sales goals. We strive to create a positive work environment and offer flexible working hours.

We are seeking an individual to join our team as a Customer Service Agent. The successful candidate will be responsible for providing exceptional customer service to our policyholders, including quoting insurance policies, advising on coverage, making changes, and retention of existing accounts.

The ideal candidate will have previous experience in property and casualty insurance, as well as a friendly, client-first attitude. They will be able to understand and explain policy provisions related to individual customer circumstances, receive customers requesting quotes or changes, and determine acceptability and placement.

The role also involves multi-tasking between phone systems, email, agency management systems, and basic software programs. We prefer candidates with at least 2 years of experience in personal or commercial insurance.

**Responsibilities:**

• Understand and explain policy, coverage, billing, and eligibility provisions related to individual customer circumstances.
• Receive customers requesting quotes or changes to existing coverage and/or new policies.
• Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable.
• Make suggestions to improve customer satisfaction and operation workflow.
• Document all material conversations with insureds and/or carriers regarding exposures and coverages.
• Follow up with customers concerning billing, supporting documentation, and company letters.
• Maintain a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.

Requirements:

• Previous experience in property and casualty insurance.
• Able to provide excellent customer service.
• Friendly, client-first attitude.