Customer Care Representative – Personal Insurance
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Job Description
Customer Care Representative responsible for handling insurance inquiries and providing client support remotely. Involves precise documentation and problem resolution for personal insurance inquiries.
Responsibilities:
- Answers all incoming telephone calls promptly/professionally and documents calls in accordance with department protocols.
- Identifies and responds to questions or problems presented by insured in a manner that meets or exceeds client service level standards.
- Provides accurate information to insured in accordance with company policy or research information, when necessary (i.e., use computerized system to verify coverage, payment received, etc.)
- Immediately reports escalated problems, service errors or anomalies to supervisor to effect prompt resolution.
- Obtains comparative quotes on personal lines insurance (i.e., automobile, homeowners, renters, etc. and presents to insured).
- Audits insurance applications for accuracy and enters new insured on computerized system.
- Audits new business pending files by date, following up with carriers if policy is not received timely.
Requirements:
- High school diploma or general education degree (GED).
- 2 or more years of experience in customer service and/or sales, preferably in the insurance industry or equivalent combination of education and experience.
- Demonstrated proficiency with computers including MS Outlook, Word, Excel.
- NYS Property & Casualty or Personal Lines license or the ability to become licensed within 90 days of hire.
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