What are the responsibilities and job description for the Customer Service Representative position at Gleghorn & Smith Insurance Agency?
We are seeking a detail-oriented and customer-focused Insurance Customer Service Representative to join our team. In this role, you will be the first point of contact for policyholders, providing exceptional service, handling inquiries, processing policy updates, and supporting clients with claims and coverage questions.
The ideal candidate is a strong communicator with a passion for helping others and a solid understanding of insurance products and procedures.
Key Responsibilities:
- Respond to customer inquiries via phone, email in a timely and professional manner.
- Assist clients with policy changes, billing questions, coverage details, and claim status updates.
- Process policy renewals, cancellations, endorsements, and new applications accurately.
- Maintain detailed and accurate customer records in the agency management system
- Collaborate with agents, underwriters, and claims adjusters to resolve customer issues.
- Educate clients on available insurance options and recommend coverage solutions when appropriate.
- Ensure compliance with company policies and state/federal insurance regulations.
- Meet or exceed individual and team service performance goals.
Property & Casualty license preferred
Job Type: Full-time
Benefits:
- Paid time off
Work Location: In person