Personal Insurance CSR
📋 Role Overview & Responsibilities
Job Description
Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines CSR to join their team.
Benefits
Competitive salary: $40-50KComprehensive benefits package Professional development opportunities and training.Supportive and inclusive work environment.
Qualifications
High school diploma or equivalentP&C LicenseBasic 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.
Frequently Asked Questions
How do I apply for the Personal Insurance CSR position at The Jonus Group? ▼
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Columbus, OH with potential relocation and sponsorship assistance depending on candidate qualifications.
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