Customer Service Representative (Insurance)

Description

• Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
• Process policy changes and cancellations.
• Advise clients regarding insurance coverage and risk management issues.
• Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%)
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
• Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%)
• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Foster and maintain good working relationships with insurance companies and underwriters.
• Research and answer calls from clients, underwriters and third parties.
• Handle claims and billing inquiries.
• Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager. (0-5%)

Requirements

• Property and Casualty License
• Two years successful servicing experience with independent agency (or equivalent).
• Excellent oral, written, and interpersonal communication skills.
• High School Diploma or equivalent work experience and knowledge.
• Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance.
• Familiarity with risk assessment and risk management techniques.
• Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes.
• Excellent analytical, problem-solving, and decision-making skills.
• Proven automation, time management, and organizational skills.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance