Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Paid time off
We are seeking an organized and highly self-motivated Insurance Customer Service Representative to join our team!
You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You’ll also help resolve billing issues, change policies, and make policy recommendations.
Insurance Customer Service Representative Responsibilities
· Responds directly and promptly to client inquiries and requests
· Develops and maintains client service plans and manages mid-term changes
· Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, and proposals.
· Responsible for new client setup and ongoing client maintenance in the appropriate agency management system
· Meets with clients as needed to review clients’ accounts as needed
· Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
Insurance Customer Service Representative Required Skills
· Strong sales and Customer Service skills
· Excellent active listening, interpersonal, and communication skills
· Prioritize and meet deadlines
· Computer experience with Windows based software and general office equipment
· Ability to work in a team based setting
· Attention to detail
Insurance Customer Service Representative Education and Experience
· High school diploma or equivalent required
· Insurance background
Insurance Customer Service Representative Licenses or Certifications
· Active Wisconsin insurance license
Compensation: $40,000.00 - $45,000.00 per year
YOUR FUTURE in the Insurance field starts here!
If you’re looking for a career that offers job stability, competitive compensation, and more, then you’ve come to the right place! Working with an independent agency is a great career choice.
Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
The demand for insurance professionals is growing every day! Is this career right for you?
(if you already have a resume on Indeed)



