Insurance Customer Relations Specialist
New
J
JobgetherInsurance
Based in the United States, 9 AM–6 PM PST, 11 AM–8 PM CST, or 12 PM–9 PM ESTFull-TimeMiddle
Salary$40,066–$61,212, depending on location, experience, and skills
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Job Details
- Experience
- At least 1 year of customer service experience
- Required Skills
- Problem SolvingCustomer serviceData entry
Requirements
- High school diploma or equivalent required; bachelor's degree is a plus.
- At least 1 year of customer service experience, preferably within insurance or a related industry.
- Active Resident Property & Casualty Insurance Producer license required.
- Eligibility to obtain licensing in all applicable states.
- Strong verbal and written communication skills.
- Strong interpersonal and empathy skills with a customer-first mindset.
- Strong problem-solving, multitasking, organizational, and attention-to-detail skills.
- Solid computer and typing skills, including proficiency in a Windows-based environment.
- Ability to work effectively from home with a dedicated, quiet workspace and reliable high-speed internet.
- Bilingual Spanish proficiency is a plus.
Responsibilities
- Deliver an excellent customer experience by building rapport, understanding customer needs, gathering information, and providing knowledgeable support.
- Answer incoming customer calls and assist with servicing and maintaining existing insurance accounts.
- Educate customers on insurance needs, explain coverage options, and provide estimates for expanded coverage.
- Research, analyze, and resolve questions related to policies, coverage, billing, and account changes.
- Quote additional insurance products, prepare and complete applications, and follow up for documentation.
- Navigate multiple systems including quoting platforms and customer records while maintaining accurate data entry.
- Meet individual performance objectives related to productivity, customer satisfaction, and service quality.
- Maintain knowledge of insurance products, carrier requirements, and state-specific regulations.
- Participate in pre-licensing training and obtain/maintain necessary Property & Casualty insurance licensing.
- Work collaboratively with colleagues and remain available for overtime as business needs require.
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