Insurance Customer Service Agent
Job Type : Full Time
Job Location: Franklin, IN, 46131
Employer: Campbell Shuck Insurance
Job Summary
The Customer Service Agent is responsible for providing excellent customer service, processing payments, handling inquiries, claims intake, and assisting clients with their insurance needs. This requires a thorough understanding of insurance policies, regulations, and industry standards to effectively serve customers.
Key Responsibilities
- Customer Support: Respond to customer inquiries via phone, email, or in-person regarding insurance policies, claims, coverage options, and general company information.
- Policy Management: Assist customers with understanding their insurance policies, servicing policies, and ensuring all necessary documentation is complete.
- Claims Assistance: Help customers navigate the claims process by explaining requirements, providing status updates, and ensuring claims are processed accurately and promptly.
- Renewals and Retentions: Assist customers in renewing policies and managing account changes to ensure continuity of coverage.
- Problem Resolution: Resolve any issues or complaints related to billing, claims, or coverage, striving to find solutions that benefit both the customer and the company.
- Sales Support: Provide customers with information about additional coverage options, cross-selling, or new products that meet their needs, contributing to sales goals.
- Policy Processing: Accurately process new insurance applications, updates to existing policies, and cancellations in a timely manner.
- Regulatory Compliance: Ensure compliance with state and federal insurance regulations, company policies, and ethical standards.
- Maintain Knowledge: Keep up to date with industry trends, new products, and changes in insurance laws and regulations.
Qualifications
- Licensing: If not currently licensed, you must obtain a valid insurance license within 30 days of hire (e.g., Property & Casualty). Pay increase upon licensure.
- Experience: Prior experience in customer service, insurance, or a related field is preferred.
- Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex concepts in a simple and understandable way.
- Problem-Solving Skills: Strong ability to troubleshoot issues and find solutions that meet customer and company needs.
- Organizational Skills: Ability to manage multiple customer accounts, processes, and inquiries simultaneously.
- Technology Proficiency: Familiarity with insurance software systems, CRM tools, and Microsoft Office Suite.
Working Conditions
- Full-time
- In-office
Compensation
- Competitive salary
- Benefits may include paid time off, and/or retirement plans