Position Summary

We are seeking a licensed Insurance Customer Service Representative (CSR) to enhance customer experience by addressing inquiries about our insurance products and services. Bilingual candidates are a plus.

Essential Duties and Responsibilities

• Maintain a professional and courteous demeanor at all times.
• Provide tailored solutions by understanding customer needs and expectations.
• Effectively communicate policy options and benefits to clients.
• Stay informed on insurance products and industry regulations.
• Review renewal business and recommend follow-up actions.
• Deliver ongoing customer support, seek referrals, and identify cross-sell/up-sell opportunities.
• Document customer interactions, inquiries, and actions taken.
• Assist with annual reviews and prepare personalized coverage recommendations.
• Collaborate with the team and present complex issues to senior members.
• Monitor KPIs and perform general customer service duties as assigned.

Knowledge, Skills, and Abilities

• Strong customer service orientation and rapport-building abilities.
• Excellent verbal and written communication skills.
• Proficiency in negotiating and closing sales.
• Knowledge of insurance sales processes and regulations.
• Proactive problem-solving and client engagement skills.
• Ability to develop relationships with network partners.

Education & Experience

• Must possess Property & Casualty insurance licenses within 60 days of hire.
• At least 5+ years of experience as a Customer Service Representative Insurance