** Insurance Customer Service Representative**

**Job Category****:** Insurance **Requisition Number****:** INSUR01804 Showing 1 location **Job Details**

**Description**

The primary purpose of the *Insurance Customer Service Representative* position is to provide quality service to members and potential members of the BayPort Insurance, LLC division of BayPort Credit Union.

This is not a sales based position, but some sales will be expected and commissions will be paid on any sales made.

**Responsibilities Include:**

* Respond to member inquires and requests via verbal and written correspondence

* Establish customer relationships and follow up with customers, as needed

* Assist Sales Agents with billing, claims, policy issuance follow-up, documentation, etc.

* Respond to client inquiries and requests via phone, email and text.

* Supports team goals and referral efforts

* Quotes new business when needed

* Cultivates and retains customer relationships by providing prompt, accurate, and friendly customer service.

* Document all activities into our Agency Management System phone calls, interviews, quotes, sales, etc.

**Required Qualifications:**

* VA Property & Casualty license required

* Interest in insurance marketing products and services based on customer needs

* Insurance service experience *preferred*

* Excellent communication skills - written, verbal and listening

* People-oriented

* Proactive in problem solving

* Pride in getting work done accurately and timely

* Ability to work in a team environment

* Capable of maintaining long-term relationships with policyholders

* Proficient in computer programs such as DocuSign and Microsoft Office products

The agency is licensed to write business in NC, so learning rules/regulations and being able to service that business also is expected. Experience in insurance sales/service. Ability to work in a non-structured environment without daily direction.

This description is not an all-inclusive list of all the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be and EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.

**Qualifications**

**Skills**

**Behaviors**

**:**

**Motivations**

**:**

**Education**

**Experience**

**Licenses & Certifications**