Risk Control Consultant, Boiler & Machinery
Travelers
Licensed Personal Lines Customer Service Representative
Texan Insurance
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $37,000 - $42,000 per year
Job Level
Junior
About the role
- Answer incoming call center calls and transferring to the appropriate department.
- Maintain and follow up on suspense files regarding service-related items promptly.
- Input and update client information accurately after all customer interactions.
- Adhere to detailed instructions and guidelines provided by managers.
- Respond to customer inquiries via phone, email, and in-person visits, providing clear and accurate information regarding insurance policies, coverage, billing, and claims.
- Assist customers with policy changes, including updating personal information, adding, or removing coverage, and processing renewals.
- Ensure all documentation is accurate and up to date.
- Guide clients through the claims process, helping them understand coverage, filing claims, and following up on claim status with the relevant departments.
- Address and resolve customer complaints or issues promptly and professionally, escalating complex cases to supervisors when necessary.
- Assist insurance agents by providing support with policy quotes, explaining coverage options, and suggesting additional products or services that meet customers' needs.
- Ensure that all customer interactions, documentation, and processes comply with regulatory requirements and company policies.
- Maintain accurate and organized records of customer interactions, policy changes, and claims in the company’s customer relationship management (CRM) system.
- Proactively follow up with clients to ensure satisfaction and answer any additional questions.
- Communicate upcoming renewals, policy expirations, or changes affecting their coverage.
Requirements
- Minimum of a High School Diploma or an associate degree in business, sales, or a similar field.
- Minimum of 6 months of customer service experience, preferably in the Insurance industry.
- Preferably, the candidate has an active P&C License, but not necessary.
- Strong ability to build and maintain relationships by providing exceptional service, addressing customer inquiries, and resolving issues efficiently.
- Excellent verbal and written communication skills to explain policy details and coverage options in a clear and professional manner.
- Highly organized and detail-oriented to ensure accuracy in policy documentation, claims, and customer records.
- Ability to prioritize and manage multiple tasks effectively in a fast-paced environment, ensuring deadlines are met.
- Proactive and resourceful in identifying and resolving customer concerns or challenges.
- Competence in using insurance management systems (e.g., AMS360, Applied Epic, or similar software) and basic office tools (Microsoft Office Suite).
- Solid understanding of personal lines insurance products, including homeowners, auto, renters, and umbrella policies.
- Ability to identify customer needs and recommend additional or alternative insurance products to enhance coverage.
- Works well independently and collaboratively, contributing to team goals and supporting colleagues.
- Flexible in handling evolving customer needs, regulatory changes, and internal processes.
- Skilled at diffusing challenging situations with professionalism and empathy to ensure positive outcomes.
- Knowledge of state and federal insurance regulations with a commitment to adhering to company and industry standards.
