Provide service to existing clients related to updating policies
Answer customer calls and correspondence regarding new or existing insurance policies
Work with new clients to understand needs and gather necessary data
Set appointments and/or client calls to review existing policies and coverage needs
Confer with customers to provide detailed information about products and services
Resolve product or service issues by clarifying the customer's concern
Maintain records of customer interactions and transactions
Collaborate with team members and mentor staff

Hold Property & Casualty insurance license required by your state
Minimum of two years of insurance account management experience
Strong knowledge of insurance products and usages
Demonstrate strong customer focus and an excellent phone manner
Excellent math and reading skills to perform calculations
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation

Client Service Representative

Key skills