This role is fully remote however Candidates must reside in Georgia
Responsibilities
- Client Interaction:
- Explain and clarify insurance policy benefits coverage and exclusions to clients.
- Assist clients with claims processing and follow up on the status of their claims.
- Provide information on different insurance products and services.
- Policy Management:
- Process new insurance applications renewals and policy changes.
- Maintain accurate records of client interactions and transactions.
- Ensure compliance with industry regulations and company policies.
- Customer Service:
- Handle customer inquiries complaints and escalations in a professional manner.
- Provide support and guidance to clients in understanding their benefits and resolving any issues.
- Schedule appointments and followup meetings with clients.
- Administrative Duties:
- Prepare and distribute policy documentation quotes and other relevant materials.
- Conduct administrative tasks such as data entry filing and document management.
- Collaborate with other departments to ensure smooth operations and customer satisfaction.
Skills
- Communication:
- Excellent verbal and written communication skills to effectively interact with clients and colleagues.
- Ability to explain complex insurance terms and policies in a simple and clear manner.
- Customer Service:
- Strong customer service skills with a focus on empathy patience and problemsolving.
- Ability to handle difficult situations and provide solutions to clients issues.
- DetailOriented:
- High attention to detail to ensure accuracy in policy processing and documentation.
- Organizational skills to manage multiple tasks and prioritize effectively.
- Technical Proficiency:
- Familiarity with insurance software and CRM systems.
- Proficiency in Microsoft Office Suite (Word Excel Outlook).
- Analytical Skills:
- Ability to assess clients needs and recommend appropriate insurance products.
- Problemsolving skills to address client concerns and claims issues.
- Regulatory Knowledge:
- Understanding of insurance regulations and compliance requirements.
- Ability to stay updated with changes in the insurance industry and regulations.
Education And Experience
- A high school diploma or equivalent is typically required; a bachelors degree in business finance or a related field can be advantageous.
- Relevant certifications (e.g. Certified Insurance Counselor (CIC) Licensed Insurance Representative) may be required or preferred.
- Previous experience in insurance customer service or a related field is often beneficial.
customer service,telephone manner,communication,problem solving,attention to detail in data entry