Insurance Customer Service Representative

Job Description for the Insurance Customer Service Representative Position

Below is a job description for the insurance customer service representative position, showing important tasks, duties, and responsibilities that must be performed:

• Be a team player
• Understand the company’s insurance policies and products
• Communicate changes or adjustments in policies to clients.
• Send newsletters, mail, and other forms of correspondences to customers.
• Forward all filed claims to the appropriate department for handling and investigation.
• Offer information about price quotes to prospective customers.
• Manage and protect the reputation of the company.
• Maintain strong relationships with customers.
• Provide technical support to producers
• Complete and submit new/renewal applications
• Complete certificates of insurance and bonds
• Process renewals in coordination with the producer

  Requirements – Knowledge, Skills, and Abilities for the Insurance Customer Service Representative Post:

• Ability to multi-task.
• Interact well with others.
• A good listener with sound judgment.
• Ability to critically analyze all situations and solve problems efficiently.
• Current Insurance Property and Casualty License required.
• Minimum of 2 years commercial insurance experience.
• Applied Systems experience would be beneficial.
• Microsoft Excel – Intermediate Level a must.
• Being a team player is imperative.
• Garage Liability experience is a plus.