Non-Licensed Insurance Representative
Core
Support high-volume inbound customer calls, chats, and emails regarding insurance policies and processes.
Role type
Non-licensed insurance support representative
Builds
Customer service interactions and policy resolution workflows
Domain
Insurance / Customer Support
Deliverable
client delivery
Required skills
Verbal and written communication, active listening, problem solving, time management, multi-tasking, CRM navigation, basic Microsoft Office, computer troubleshooting
Preferred skills
Customer service experience, systematic problem solving
Responsibilities
Manage communications by tracking and recording outcomes of customer calls, chats, and emails; convey actions taken on insurance policies; explain insurance products and processes; complete special projects and administrative duties; adhere to established standards and guidelines; update job knowledge by studying new product descriptions.
Seniority
Entry-level, high-volume support