Personal Insurance CSR - De Pere, United States - The Jonus Group

    The Jonus Group
    The Jonus Group De Pere, United States

    2 weeks ago

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    Description
    Job Description

    Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines CSR to join their team.

    Benefits

    • Competitive salary: $45-55K
    • Comprehensive benefits package
    • Professional development opportunities and training.
    • Supportive and inclusive work environment.

    Qualifications

    • High school diploma or equivalent
    • P&C License
    • Basic knowledge of insurance policies and procedures.
    • Proficiency in using computer systems and customer relationship management (CRM) software.
    • Ability to multitask and manage time effectively.

    Responsibilities

    • Handle incoming calls, emails, and messages from policyholders and potential customers.
    • Address customer inquiries, provide information about insurance products, coverage options, and policy details.
    • Assist customers with policy changes, including adding or removing coverage, updating personal information, and adjusting deductibles.
    • Guide customers through the claims process, including filing new claims, providing claim status updates, and assisting with necessary documentation.
    • Collaborate with the claims department to ensure timely and accurate claims resolution.
    • Educate customers about the terms and conditions of their insurance policies.
    • Help customers understand coverage limits, deductibles, and any exclusions within their policies.
    • Listen to customers' concerns, complaints, and feedback, and work to find satisfactory resolutions.
    • Investigate and resolve any discrepancies or issues related to policy coverage, premiums, or billing.
    • Provide quotes for new insurance policies based on customer needs and coverage requirements.
    • Assist customers with policy renewals, explaining changes in coverage, premiums, and any new terms.
    • Maintain accurate and up-to-date customer records, ensuring all interactions are properly documented.
    • Enter relevant information into the customer database or insurance management system.
    • Stay updated on industry regulations, company policies, and insurance guidelines.
    • Ensure that all customer interactions and processes adhere to legal and ethical standards.
    • Identify opportunities to promote additional insurance products or coverage enhancements that align with customers' needs.
    • Effectively communicate the benefits of these products to customers.
    • Participate in training sessions and workshops to enhance product knowledge and customer service skills.
    • Stay informed about changes in insurance laws, regulations, and market trends.