Customer Care Representative – Personal Lines

Role Overview

• Answers all incoming telephone calls promptly/professionally and documents calls in accordance with department protocols.
• Identifies and responds to questions or problems presented by insured in a manner that meets or exceeds client service level standards.
• Provides accurate information to insured in accordance with company policy or research information, when necessary (i.e., use computerized system to verify coverage, payment received, etc.)
• Immediately reports escalated problems, service errors or anomalies to supervisor to effect prompt resolution.
• Obtains comparative quotes on personal lines insurance (i.e., automobile, homeowners, renters, etc. and presents to insured).
• Audits insurance applications for accuracy and enters new insured on computerized system.
• Audits new business pending files by date, following up with carriers if policy is not received timely.

Requirements

• High school diploma or general education degree (GED).
• 2 or more years of experience in customer service and/or sales, preferably in the insurance industry or equivalent combination of education and experience.
• Demonstrated proficiency with computers including MS Outlook, Word, Excel.
• NYS Property & Casualty or Personal Lines license or the ability to become licensed within 90 days of hire.