Insurance Customer Service Representative

Job Description

Job Summary:

The Insurance Customer Service Rep is the insurance agencies’ front-line contact with the public and must represent the agency in a professional and friendly manner at all times. They will act as a receptionist, accept payments, and provide customer service and support to the Licensed Producers.

*****For the right candidate, this could function as a dual role position, Customer Service Rep/ Producer******

Essential Job Duties and Responsibilities: (Additional duties as assigned)

• Answer incoming calls promptly and professionally.
• Communicate with callers in a professional, friendly and efficient manner, striving to minimize the time they are put on hold.
• Take thorough messages, indicating caller’s first and last name, company name if applicable, the time, and the message the caller wishes to leave.
• Communicate messages to the appropriate parties in a timely manner.
• Receive cash, checks, and credit card payments from customers and accurately record the amount received and process with the respective carrier.
• Make change, accept a check or credit card