Commerical Insurance CSR

Job Description

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Insurance CSR to join their team.

Benefits

• Competitive salary : $45-55k
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.

Qualifications

• High school diploma or equivalent
• P&C License
• Basic knowledge of insurance policies and procedures.
• Proficiency in using computer systems and customer relationship management (CRM) software.
• Ability to multitask and manage time effectively.

Responsibilities

• Handle incoming calls, emails, and messages from policyholders and potential customers.
• Address customer inquiries, provide information about insurance products, coverage options, and policy details.
• Assist customers with policy changes, including adding or removing coverage, updating personal information, and adjusting deductibles.
• Guide customers through the claims process, including filing new claims, providing claim status updates, and assisting with necessary documentation.
• Collaborate with the claims department to ensure timely and accurate claims resolution.
• Educate customers about the terms and conditions of their insurance policies.
• Help customers understand coverage limits, deductibles, and any exclusions within their policies.
• Listen to customers' concerns, complaints, and feedback, and work to find satisfactory resolutions.
• Investigate and resolve any discrepancies or issues related to policy coverage, premiums, or billing.
• Provide quotes for new insurance policies based on customer needs and coverage requirements.
• Assist customers with policy renewals, explaining changes in coverage, premiums, and any new terms.
• Maintain accurate and up-to-date customer records, ensuring all interactions are properly documented.
• Enter relevant information into the customer database or insurance management system.
• Stay updated on industry regulations, company policies, and insurance guidelines.
• Ensure that all customer interactions and processes adhere to legal and ethical standards.
• Identify opportunities to promote additional insurance products or coverage enhancements that align with customers' needs.
• Effectively communicate the benefits of these products to customers.
• Participate in training sessions and workshops to enhance product knowledge and customer service skills.
• Stay informed about changes in insurance laws, regulations, and market trends.

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