Personal Lines Insurance Customer Service / Account Manager

We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

• Process customer policy change requests.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Provides on-going support to insurance clients as needed.
• Stay up-to-date on industry market trends and best practices.
• Assess and identify the wants and needs of your customer(s) over the phone.
• Attend training and continuing education courses.
• Handle customer renewals.

• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• No insurance experience required but must be willing to learn

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.