Demo

Insurance Office Customer Service Representative

Self-employed
Penfield, NY Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 4/30/2025

Job Summary:

We are seeking a highly organized and detail-oriented individual to join our team as an Insurance Office Customer Service Rep. In this role, you will be responsible for answering phones, making follow-up calls to clients, responding to customer inquiries, processing payments, and helping clients with transactions.

Main Responsibilities:

  • Answering phones and making follow-up calls to clients
  • Responding promptly to customer inquiries
  • Processing payments and assisting clients with transactions
  • Helping insureds resolve billing issues
  • Troubleshooting client issues and ensuring they are resolved to the customer's satisfaction
  • Escalating unresolved issues to the owners
  • Updating the agency management system to document customer interactions and actions taken

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