The Customer Service Representative at Envision Insurance Group (Morton Office) is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Benefits / Perks
- Competitive Pay
- Benefits Package
- Professional Development
- Job Stability in a growing industry
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients and support a producer in an effort to understand their needs, gather necessary data, research policy options, present options.
- Prepare quotes, assist with applications and individual and group plan maintenance.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
- Hold an Illinois Life & Health insurance license and have a minimum of two years Life and Health experience.
- Demonstrate strong knowledge of Life and Health insurance products and usages to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation. Applied Epic a plus.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency.
All inquiries about employment at this agency should be made directly to the location, and not to Big I of Illinois Association.
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