Overview
Join our dynamic team as a Licensed Insurance Service Processor, where your expertise will drive exceptional customer experiences and streamline insurance processing operations. In this vital role, you will handle insurance transactions with precision, ensuring compliance with industry standards while delivering outstanding service. Your proactive approach and attention to detail will contribute to the seamless management of insurance accounts, supporting both clients and internal teams in achieving their goals. This position offers an energizing environment where your skills in project management, customer relationship management, and communication will truly shine.
Responsibilities
- Process insurance service requests accurately and efficiently, including policy updates, claims processing, and document verification.
- Collaborate with sales and account management teams to ensure customer needs are met promptly and professionally.
- Utilize Salesforce and other SaaS (Software as a Service) platforms to track, manage, and update client information and insurance transactions.
- Communicate clearly with clients to explain policy details, answer inquiries, and provide guidance on insurance procedures.
- Support marketing initiatives by providing insights from analysis skills to identify opportunities for client engagement and retention.
- Maintain compliance with financial services regulations by adhering to industry standards during all processing activities.
- Assist in project management tasks related to process improvements or system upgrades that enhance overall efficiency.
Experience
- Proven experience in customer service within the financial services or insurance industry.
- Strong knowledge of insurance policies, procedures, and industry regulations.
- Demonstrated ability to manage multiple projects simultaneously with excellent organizational skills.
- Familiarity with Salesforce or similar CRM (Customer Relationship Management) tools for account management purposes.
- Effective communication skills tailored for diverse audiences, ensuring clarity and professionalism in all interactions.
- Experience working with SaaS platforms and analysis tools to support sales strategies or process optimization.
- Prior exposure to marketing activities or analysis that contributes to customer engagement initiatives is a plus. This role is perfect for motivated professionals eager to leverage their insurance expertise while growing within a vibrant team dedicated to excellence in service delivery.
Pay: $38,000.00 - $44,000.00 per year
Benefits:
- Health insurance
- Life insurance
Experience:
- Office: 1 year (Required)
License/Certification:
- Insurance License (Required)
Work Location: In person
