Licensed Insurance Customer Service Representative at The Montgomery Agency providing client support for insurance policies. Collaborating with team to resolve inquiries and claims for excellent customer experience.
Responsibilities
Provide exceptional customer service to our policyholders, addressing their inquiries and requests promptly and accurately.
Assist clients in understanding their insurance policies, explaining coverage details, and answering any questions they may have.
Process policy changes and endorsements with attention to detail and accuracy.
Collaborate with other team members to resolve customer issues and ensure a seamless customer experience.
Build and maintain relationships with our policyholders, demonstrating empathy, patience, and professionalism at all times.
Assist in customer claims processing and resolution.
Requirements
Excellent verbal and written communication/interpersonal skills.
Property & Casualty License or be willing to obtain insurance license quickly.
Dependable, honest, and hardworking.
Straight-forward communicator with empathy and compassion.
Ability to work independently and as a team member.
Strong organizational skills, attention to detail and ability to multi-task.
Passionate about relationship building, genuinely caring and driven to fulfill customers’ needs.
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