- Respond to client inquiries regarding existing policies and coverage; make requested changes
- Maintain electronic records of client interactions and transactions including inquiries, changes, claims, comments, and actions taken
- Answer incoming calls and schedule office appointments
- Produce and submit evidence of insurance as requested
- Monitor status and completion of policy changes for accuracy and quality assurance
- Obtain client information requested by underwriting and ensure policy compliance
- Process claims, maintain contact with clients during claim process, and ascertain satisfaction
- Handle client payments and ensure accurate billing
- Process quote information for prospective new clients and ensure eligibility guidelines are met
- Assist with administrative tasks including electronic scanning and filing, deposits, packet assembly, mailings, and other similar tasks
- Other duties as assigned
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Client Service Agent - New Albany, United States - Fox Insurance & Investments
Description
Job Description
Job DescriptionResponsibilities:
Qualifications/Skills: Applicant should be professional, have good time management skills, the ability to multi-task and prioritize work, excellent written and verbal communication skills, strong organizational skills, must be detail-oriented, and show initiative and an ability to work independently. Must be proficient in Microsoft Office programs including Word, Outlook, and Excel. Must have accurate and efficient typing skills.
Requirements: Minimum of a high school diploma with 2-5 years of experience working in an office setting in customer service, insurance, or an equivalent field. Applicants must be currently licensed in Property & Casualty insurance. Candidates must be willing to submit to a background check.
Company DescriptionIf you are tired of sales pitches, meeting quotas, and long hours, we might be the agency for you Fox Insurance & Investments is a family-owned, independent insurance agency satisfying home, auto, business, and life insurance needs of clients in Indiana and Kentucky. We are seeking a courteous professional with a pleasant phone demeanor and eagerness to ensure clients receive excellent service. As a small business, we pride ourselves on building relationships with our clients and are looking for a candidate willing to go that extra mile to provide an accurate, friendly, and quality customer experience.