Insurance Customer Service Representative

We are seeking a motivated and detail-oriented Customer Service/Sales Representative to join our team. In this role, you will be responsible for providing exceptional customer service, managing client interactions, and supporting our sales efforts. The ideal candidate will have excellent communication skills, a strong work ethic, and a passion for helping others.

• Correspond with existing and prospective clients via phone and email, documenting all details to deliver optimal customer service.
• Work directly with insurance agents, team members, and policyholders to modify, update, and process insurance policies.
• Fact-check personal information such as names, addresses, ages, and other data to ensure accurate recordkeeping.
• Issue premiums, refunds, and adjustments on behalf of policyholders.
• Manage accurate client records through diligent data entry and recordkeeping.

• Prior sales experience and customer service experience are beneficial.
• Strong analytical and communication skills are necessary.
• Working knowledge of insurance carriers, insurance policies, and insurance processing is beneficial.
• Proficiency in Microsoft Office, CRM, and risk assessment software is required.