Overview

Responsibilities:
  • Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions
  • Demonstrate a strong understanding of company procedures, processes, tools, and systems
  • Take full ownership of customer accounts during the review and servicing process
  • Maintain accurate internal records by archiving all necessary documentation and evidence
  • Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features
  • Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner
  • Request, track, and follow up on any missing or required information from customers
  • Provide accurate quotations, pricing details, and policy information to new and existing customers Successfully complete the sales process in accordance with company and regulatory requirements
  • Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards
Required Qualifications:
  • High school diploma or equivalent required • Fluency in English required • Time management skills • Ability to learn and apply insurance guidelines, processes, and systems
  • Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism
  • Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition
  • Time-management skills
  • Customer-focused mindset with strong problem-solving skills
  • Previous customer service experience preferred.
  • Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score.
Note:

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