Membership Specialist
Core
Provide service support for existing insureds and members, assist in the sale of insurance products, and process documentation for business written in an office.
Role type
Membership Specialist (Insurance)
Builds
Insurance memberships and policies for members
Domain
Insurance / Property and Casualty
Required skills
Customer service, Data entry, Microsoft Word, Microsoft Excel, Property and Casualty Insurance License, Solicitors License
Preferred skills
1-3 years Customer service experience, Advanced customer service skills
Responsibilities
Provide professional customer service to members and insureds, Sell memberships and assist in the sale of insurance, Accept payments on membership and insurance, Verify insurance coverage for lien holders and leasing companies, Perform typing and administrative duties, Develop insurance leads for office sales agents, Resolve member and insured related problems
Seniority
Entry-level to Mid-level