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Insurance Customer Service Representative (440 220)
CPIA, AAI Doral, FL
$52k-68k (estimate)
Full Time 4 Months Ago
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CPIA, AAI is Hiring an Insurance Customer Service Representative (440 220) Near Doral, FL

The Insurance Customer Service Representative at Insurance Marketing Center is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Benefits/Perks
  • Competitive Pay
  • Benefits
  • Professional Development
  • Job Stability in a growing industry
Responsibilities
  • Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
  • Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
  • 440 or 220 license or be working towards completion of license required. Comparable work experience in the insurance field preferred.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
  • Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
  • Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.

Job Summary

JOB TYPE

Full Time

SALARY

$52k-68k (estimate)

POST DATE

12/04/2023

EXPIRATION DATE

05/11/2024

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CPIA, AAI
Full Time
$37k-47k (estimate)
7 Months Ago

The job skills required for Insurance Customer Service Representative (440 220) include Customer Service, Products and Services, Attention to Detail, Verbal Communication, Customer Relationship, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance Customer Service Representative (440 220). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance Customer Service Representative (440 220). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Insurance Customer Service Representative (440 220) positions, which can be used as a reference in future career path planning. As an Insurance Customer Service Representative (440 220), it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Customer Service Representative (440 220). You can explore the career advancement for an Insurance Customer Service Representative (440 220) below and select your interested title to get hiring information.

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If you are interested in becoming an Insurance Customer Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Customer Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Insurance Customer Service Representative job description and responsibilities

An Insurance Customer Service Representative acnowledges and direct customer’s requests for additional products or services to appropriate licensed representatives.

01/17/2022: Norwich, CT

Assist customers with managing insurance inquiries, resolve insurance problems and finalizes policy adjustments.

12/28/2021: Vineland, NJ

Completes customer’s transactional requests as provided by caller.

12/20/2021: Middlesex, NJ

Insurance Customer Service Representative consistently meets or exceeds expectations for departmental standards related to Quality, Service Level, Call Goal, and other KPI's.

02/11/2022: Portland, OR

Document their exchanges with clients, often using customer relationship management software.

12/22/2021: Helena, MT

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Insurance Customer Service Representative jobs

Insurance Customer Service Representative needs a high school education, on-the-job training and several soft skills.

03/08/2022: Portland, OR

An Insurance Customer Service Representative should have a good memory to remember details and data.

03/17/2022: Port Arthur, TX

They must be able to cope with a fast-paced work environment.

02/27/2022: Pierre, SD

Insurance Customer Service Representative should be consistenet in sending mails, newsletters, and other correspondence forms to customers.

02/16/2022: New London, CT

Should have the willingness to provide assistance.

01/09/2022: Rockford, IL

Step 3: View the best colleges and universities for Insurance Customer Service Representative.

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