Job Information
Insure the Ozarks Insurance Agent Team Member in Ozark, Missouri
Insurance Agency is actively looking for a Customer Service Representative and Sales assistant. Will have to obtain Missouri Insurance License within 30 days of employment. Must be able to pass background checks as required for state licensing.
Responsible for handling customer inquiries related to insurance policies, resolving issues, providing information about coverage options, processing policy changes, and generally assisting clients with their insurance needs, often interacting with them via phone, email, or online chat platforms; requiring strong communication skills, knowledge of insurance products, and the ability to explain complex details in a clear and concise manner.
Key responsibilities of an insurance CSR:
Answering customer inquiries:
Addressing questions about policy details, coverage options, premiums, billing, and claims processes.
Policy changes:
Processing requests to modify policy information like address updates, coverage adjustments, or adding/removing beneficiaries.
Claims assistance:
Guiding customers through the claims process, explaining required documentation, and following up on claim status.
Customer account management:
Maintaining accurate customer information, reviewing policy details, and identifying potential cross-selling opportunities.
Complaint resolution:
Investigating customer concerns, addressing complaints, and finding solutions within company guidelines.
Sales support:
Assisting sales agents with quoting new policies and providing product information to potential clients.
Documentation:
Maintaining detailed records of customer interactions and transactions within the company system.
Required skills for an insurance CSR:
Excellent communication skills:
Ability to clearly explain complex insurance concepts to customers in a friendly and professional manner.
Active listening:
Carefully understanding customer needs and concerns to provide accurate information and solutions.
Problem-solving skills:
Identifying the root cause of customer issues and effectively resolving them.
Technical proficiency:
Familiarity with insurance software systems and navigating online platforms to access customer information.
Product knowledge:
In-depth understanding of various insurance products, coverage options, and policy terms.
Compliance awareness:
Adhering to insurance regulations and company policies related to customer interactions.