What are the responsibilities and job description for the Policyholder Support Specialist position at Oyer Insurance Agency?
About Oyer Insurance Agency
We value creating a positive work environment and offering flexible working hours. Our goal is to provide exceptional customer service to our policyholders and build strong relationships with them.
We are looking for an experienced Insurance Customer Service Representative to join our team. The ideal candidate will have previous experience in property and casualty insurance and be able to understand and explain policy provisions related to individual customer circumstances.
The successful candidate will be responsible for quoting insurance policies, advising on coverage, making changes, and retention of existing accounts. They will also be able to receive customers requesting quotes or changes, determine acceptability and placement, and complete applications or endorsements.
The role requires the ability to multi-task 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.
Key Responsibilities:
- Provide exceptional customer service to policyholders.
- Quote insurance policies, advise on coverage, make changes, and retain existing accounts.
- Receive customers requesting quotes or changes and determine acceptability and placement.
- Complete applications or endorsements and collect premium when applicable.
- Document all material conversations with insureds and/or carriers regarding exposures and coverages.
Requirements:
- Previous experience in property and casualty insurance.
- Able to provide excellent customer service.
- Friendly, client-first attitude.
