Job Description

We are a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.

Responsibilities:

• Answers a high volume of phone calls daily.
• Processes change to active policies.
• Provides efficient and effective 5-star customer service.
• Enters client data into insurance quoting systems, keeping data accurate.
• Obtains underwriting approval by completing insurance application for coverage and gathering required documentation.

Requirements:

• 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.
• Property and Casualty license
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions
• Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
• Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
• Excellent communication skills
• Well-organized with good follow-through to completion
• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.

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