Client Service Specialist – Personal Lines
Relation Insurance Services
Client Service Representative, Insurance Services
Deseret First Credit Union
full-time
Posted on:
Location: Utah • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Provides support to the Insurance Agency by taking care of basic customers’ needs, answering questions, or providing information about policies.
- Maintain Client Management System information by entering new policy information, policy changes, company downloads and backing up data
- Modify, update, and process existing policies and claims to reflect any changes to their insurance policy
- Gather prospective customer information and enter in quoting systems; process and record new insurance policies and claims
- Answer and direct calls, providing excellent customer service and obtaining information on claims
- Assist in promoting credit union products and services
- Assist agents with client retention
- Other duties may be assigned at any time
Requirements
- High school diploma or GED required
- Six months of similar or related experience required
- Property and Casualty insurance background preferred, but not required
- Customer service experience preferred, but not required
- Courtesy, tact, and diplomacy are essential elements of the job
- Goal oriented, self-motivated, and a team player
- Communicate well with clients to help them feel comfortable that their needs are being met
- Deal with team members in a friendly and professional manner
- Strong organizational skills
- Microsoft Office Suite
- Familiarity with Windows based platforms is helpful
- Previous experience with Hawksoft is not required
