Job description
Job Description
The Customer Service Assistant, whether dealing primarily in personal lines, commercial lines, life or health insurance coverages, is the service link between the insurance agency client and the carriers represented by the agency. A friendly, customer-service oriented personality and a positive, cooperative attitude are paramount. Individuals who are organized, energetic, and can multi-task will thrive in this role. The Customer Service Assistant will help to organize and execute office administration and processes to ensure effectiveness and efficiency.
Salary Range: $35000.00 - $45000.00 per year
Benefits
- Annual salary
- Bonus and compensation opportunities
- Medical benefits including vision and dental
- 401K with 3.5% employer matching
- Paid time off (vacation and personal/sick days)
Responsibilities
- Assist in answering phones and servicing clients.
- Collect and record new and existing business payments.
- Collect and issue Certificates of Insurance.
- Collect information and file claims on behalf of customers.
- Work on individual or corporate marketing projects that will assist in new business growth, help to conduct account reviews, and sell additional coverages (cross selling and account rounding).
- Assists with basic admin duties such as scanning, filing, collecting and updating customer information, and processing mail.
- Support agency by helping to service existing policyholder policies by working closely with Customer Service Agents and Agency President
- Build and maintain rapport with producers, clients, and insurance company underwriters and sales team.
- Obtain basic understanding of products, insurance terminology and computer systems.
Requirements
- Possesses a high school diploma or equivalent.
- Has 1+ years of business-related experience. Insurance Industry experience is a plus, but not required.
- Possesses a supportive and responsive manner with internal and external customers.
- Has the ability to perform multiple tasks accurately and efficiently in a complex working environment.
- Possesses above average computer knowledge and skills and is comfortable with technology.
- Has the knowledge and experience necessary for independent decision-making ability.
- Commitment to ongoing professional development through industry-sponsored educational programs.
- Self-motivated with initiative, integrity, and thoughtfulness.
Company Description
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