Engage with members via phone, email, and other channels to assist with quotes, new policies, billing inquiries, underwriting questions, and policy changes.
Build rapport and trust by asking thoughtful questions, understanding member needs, and offering accurate solutions to minimize transfers and escalations.
Process insurance transactions such as endorsements, cancellations, and coverage updates while ensuring compliance with industry regulations and internal policies.
Collaborate with insurance carriers and internal teams to resolve issues and provide timely, accurate information.
Maintain required certifications and actively pursuing opportunities to grow product knowledge.
Meet performance metrics related to service quality, responsiveness, and member satisfaction.

High School diploma or GED required; some college degree preferred.
At least 6 months of customer service experience required (healthcare, retail, hospitality, food and service industry); some contact center experience is a plus.
Strong written and verbal communication skills with a professional and empathetic tone.
Ability to multitask across multiple applications while maintaining focus and accuracy.
Must have an Active Property & Casualty or Personal Lines license
Typing speed of 20 WPM with 90% accuracy.
Solid understanding of insurance compliance and regulatory standards.
Strong research and internet skills; quick learner across various subjects and systems.
Basic technical troubleshooting skills and comfort with digital tools.

Licensed Insurance Agent – Property & Casualty

Key skills