Customer Services Representative -

Full Time

Customer Services Representative

Job Description :

A Customer Service Representative (CSR) in the insurance industry is pivotal in providing stellar customer service. This role involves addressing inquiries, resolving issues, and offering detailed information about insurance policies and claims. The CSR acts as an essential bridge between the insurance company and its clientele, aiding in customer satisfaction and retention.

Duties & Responsibilities:

Customer Interaction

Respond to customer inquiries via phone, email, or in-person.
Offer accurate information on policies, coverage, premiums, and claims.
Guide clients in selecting suitable insurance products.

Policy Management

Process applications, and update policyholder information.
Assist in policy renewals and premium payments.

Claims Handling

Support policyholders through the claims process.
Document claim information and coordinate with relevant departments for resolution.

Problem Resolution

Address and resolve complaints and discrepancies.
Ensure customer needs are met in line with company policies.

Policy Knowledge

Stay informed on insurance products, regulations, and trends.
Simplify insurance terms for policyholders.

Documentation and Record Keeping:

Keep accurate records of customer interactions and transactions.
Adhere to data protection and confidentiality guidelines.

Cross-Selling and Upselling

Identify and promote additional coverage or products beneficial to the customer.

Minimum Qualifications:

High school diploma or equivalent; a bachelor's degree is preferred.
Relevant certifications or licenses (e.g., state insurance license).
Strong communication and interpersonal skills.
Proficient in computer applications and industry-specific software.
Knowledgeable of insurance regulations and policies.

Working Conditions:

This role is essential for fostering strong customer relationships, enhancing policyholder experiences, and contributing to the insurance company’s success.

United State Of America

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