Customer Service Representative
Core
Front-line liaison handling inbound client inquiries and providing accurate information on tailored insurance products and complex risk solutions.
Role type
Customer Service Representative (Insurance)
Builds
Supports the issuance and servicing of business for agency partners.
Domain
Insurance / Risk Solutions
Deliverable
client delivery
Required skills
Verbal and written communication, problem-solving, CRM proficiency, multitasking, insurance terminology understanding
Preferred skills
Associate degree or higher, 1+ year in customer service/call center, experience in insurance, willingness to pursue certifications
Technologies
CRM platforms, Microsoft Office Suite
Responsibilities
Handle inbound client inquiries via phone, email, and chat; Provide accurate information on policy coverage, endorsements, and claims processes; Document all interactions in the CRM system; Escalate complex issues to senior specialists; Assist clients in navigating specialized insurance offerings; Identify opportunities to cross-sell or upsell additional services; Participate in regular training sessions; Collaborate with underwriting, claims, risk engineering, and IT teams; Contribute to continuous-improvement initiatives; Maintain high customer-satisfaction metrics and meet service-level agreements.
Seniority
Entry-level to Junior