Insurance Customer Service Representative - FL - On Site - Vensure Employer Services
Palm Beach Gardens, FL
About the Job
Position Summary
As an Insurance Customer Service Representative , you will play a pivotal role in our commitment to service and professionalism. This position offers the unique opportunity to be a part of a growth-focused agency. Our ideal candidate will provide exceptional service to clients, answer inquiries, and contribute to our team-oriented, collaborative environment in a small but vibrant office setting.
Responsibilities
As an Insurance Customer Service Representative , you will play a pivotal role in our commitment to service and professionalism. This position offers the unique opportunity to be a part of a growth-focused agency. Our ideal candidate will provide exceptional service to clients, answer inquiries, and contribute to our team-oriented, collaborative environment in a small but vibrant office setting.
Responsibilities
- Service all in-bound client inquiries for new and/or existing clients - including Payments, Renewals, Cancellations, Endorsements, and Rewrites.
- Call on policyholders to deliver and explain policy , analyze insurance program and suggest additions or changes.
- Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
- Follow-up on leads generated from inbound calls, and non-renewal leads
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Maintain accurate records and documentation of client interactions and transactions especially if quoting or rewriting.
- Respond to customer inquiries regarding policy questions, changes, billing, and updates. Issue Insurance Documentation (COI, ID cards, etc.)
- Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
- Must have Florida 4-40 License.
- 2-20 License is a BONUS.
- 1+ year in insurance industry is required.
Source : Vensure Employer Services
