Job Description:
Job DescriptionOur client is seeking a P&C licensed, dedicated, and proactive Personal Lines CSR to join their team.
Benefits
- Competitive salary: $40-50K
- Comprehensive benefits package
- Professional development opportunities and training.
- Supportive and inclusive work environment.
Qualifications
- High school diploma or equivalent
- P&C License
- Basic knowledge of insurance policies and procedures.
- Proficiency in using computer systems and customer relationship management (CRM) software.
- Ability to multitask and manage time effectively.
Responsibilities
- Handle incoming calls, emails, and messages from policyholders and potential customers.
- Address customer inquiries, provide information about insurance products, coverage options, and policy details.
- Assist customers with policy changes, including adding or removing coverage, updating personal information, and adjusting deductibles.
- Guide customers through the claims process, including filing new claims, providing claim status updates, and assisting with necessary documentation.
- Collaborate with the claims department to ensure timely and accurate claims resolution.
- Educate customers about the terms and conditions of their insurance policies.
- Help customers understand coverage limits, deductibles, and any exclusions within their policies.
- Listen to customers' concerns, complaints, and feedback, and work to find satisfactory resolutions.
- Investigate and resolve any discrepancies or issues related to policy coverage, premiums, or billing.
- Provide quotes for new insurance policies based on customer needs and coverage requirements.
- Assist customers with policy renewals, explaining changes in coverage, premiums, and any new terms.
- Maintain accurate and up-to-date customer records, ensuring all interactions are properly documented.
- Enter relevant information into the customer database or insurance management system.
- Stay updated on industry regulations, company policies, and insurance guidelines.
- Ensure that all customer interactions and processes adhere to legal and ethical standards.
- Identify opportunities to promote additional insurance products or coverage enhancements that align with customers' needs.
- Effectively communicate the benefits of these products to customers.
- Participate in training sessions and workshops to enhance product knowledge and customer service skills.
- Stay informed about changes in insurance laws, regulations, and market trends.