Licensed Insurance Customer Service


Job Details

Licensed Insurance Customer Service

Colorado Springs, Colorado

08/12/2020

39194

Contract/Temp

Job Description



The Customer Service Representative provides an excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency in attaining agency service goals.

Customer Service

  • Provides personalized, professional customer service experiences through building trust and developing customer relationships
  • Responds to customer inquiries regarding coverages, billing, claims or products by following establishing processes and procedures
  • Drives customer satisfaction by following the best practices: Personal Insurance Review revision notification and claims process
  • Processes changes to existing accounts and policies
  • Serves as a liaison on behalf of the customer between the agency and various business partners
  • Assists customers with claims by directing them to the appropriate Claims Department contacts and   
  • Follows up to ensure customer needs are addressed.

Agency Operations

  • Schedules appointments with existing or prospective customers for agency employees
  • Performs daily administrative functions to assist the agency owner, office manager or sales unit manager
  • Assists with set up and execution of agency events
  • Assist with cash handling and banking activities

Insurance Sales

  • Participates in reviews of existing coverages and may advise customers regarding policy options
  • Estimates and quotes policy premiums complying with underwriting guidelines
  • Identifies cross-selling opportunities during customer interactions and takes appropriate action
  • Contacts appropriate business partners for guidance when needed

Education/Licenses/Designations

  • Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance
  • This position must have at least one qualifying line of authority: Property; Casualty; or Life;
  • Valid driver's license required

Pay: rate $17 + DOE

Hours: Monday - Friday 8:00 am to 5:00 pm

Contract-to-direct

 

 


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