Job Summary
Join our team as a Personal Lines Customer Service Representative, where your enthusiasm and expertise will drive exceptional client experiences. In this role, you will serve as a vital link between clients and our insurance solutions, providing personalized support for personal insurance products. Your proactive approach will help build lasting customer relationships, promote insurance products effectively, and ensure clients feel confident and well-informed about their coverage options. This position offers an exciting opportunity to leverage your sales skills and insurance knowledge in a fast-paced, customer-focused environment.
Duties
- Engage with clients via phone, email, and in person to understand their insurance needs and provide tailored solutions.
- Promote and sell personal insurance products including, but not limited to, home, auto, and umbrella.
- Build strong customer relationships by delivering exceptional service, addressing inquiries promptly, and offering ongoing support.
- Assist clients with policy reviews, coverage explanations, and claims processes to ensure clarity and satisfaction.
- Maintain accurate records of client interactions using AMS 360 and update policy information regularly.
- Conduct analysis of client data to identify cross-selling opportunities and improve service delivery strategies.
- Stay informed about industry regulations, insurance products, and market trends to provide expert guidance aligned with compliance standards.
Qualifications
- Proven experience in customer service or sales roles within the insurance industry or related fields such as retail sales, marketing, or banking.
- Strong communication skills with the ability to explain complex insurance concepts clearly to diverse clients.
- Knowledge of property casualty insurance and commercial insurance is highly desirable.
- Familiarity with Agency Management systems and proficiency in Microsoft Office tools for documentation and analysis purposes.
- Multilingual or bilingual abilities are a plus for serving a diverse customer base effectively.
- Understanding of insurance regulation standards to ensure compliance and optimal client support.
This role is ideal for energetic professionals eager to make a meaningful impact through personalized service while advancing their career in the world of personal insurance!
Pay: $25.08 - $30.21 per hour
Experience:
- insurance customer service: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
Work Location: In person
