Insurance Client Service Representative
Company: Careerbuilder-US
Location: Clifton Park
Posted on: January 26, 2023
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Job Description:
This position is accountable and responsible for all aspects of
quality service of our private household clients and local business
clients utilizing our Insurance products; contacts and assists
clients in obtaining information for Insurance related concerns;
responds to and resolves client questions and problems and delivers
high-quality customer service in a fast-paced environment.Essential
Functions:Possess a service mindset and a passion for delivering
exceptional service support across a client's lifecycle.Learn and
carry out GTM's service philosophy and actions.Uphold a high rate
of client retention and satisfaction through providing quality
service and active listening.Complete applications, questionnaires,
request loss runs, issue binders and certificates of insurance.
Learn the products that are available through the agency's carriers
and be comfortable making recommendations to clients.Upon renewal,
review client's coverage to determine if better pricing can be
obtained with another carrier. Provide assistance to clients on
outstanding claims to assist in resolving them quickly and
efficiently.Review existing client files to offer and quote
additional coverages.Work closely with the payroll department to
ensure a seamless transition and an exceptional client experience
for new and existing clients.Knowledge, Skills, Abilities:Time
management skills, including the ability to organize and manage
multiple priorities.Solid interpersonal and communication skills in
order to meet customer needs and resolve customer service
issues.Self-motivated and the ability to build relationshipsHave
proven facility in common computer programs as well as the
technical aptitude to learn and use new systems.Ability to work
independently or as a team for a common goalMinimum
Qualifications:Associates degree in a related field2 years
experience servicing client accountsBachelor's degree
preferredProperty and Casualty brokers' licenseSuccess
Factors:Ability to maintain a positive attitude within a
fast-paced, growth-based environment.Ability to embrace and adapt
well to change.Think creatively and offer ideas to help enhance the
client experience
Keywords: Careerbuilder-US, Albany , Insurance Client Service Representative, Sales , Clifton Park, New York
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