Job Description

Insurance Specialist

Onsite Role: 1100 Virginia Drive, Fort Washington Pennsylvania 19034

Property and Casualty License in the State of PA Preferred

Job Description:

Insurance Specialist will provide support to our financial services company's client customers. They provide coverage and program details, answers to various insurance questions relating to umbrella insurance and provide follow-up correspondence. This is an essential position with on-site manual fulfillment, invoicing functions, transaction processing, and call center support.

Daily Activities:

• Respond promptly and professionally to incoming telephone calls, chats, and tickets.
• Assist with order problems, exchanges, edits, and tracking.
• Develop a knowledge of insurance products, services, etc. and effectively convey this information to customers.
• Understand and resolve compliance issues in accordance with policies and procedures.
• Be an active team member and support overall teamwork and morale.
• Adhere to all established procedures, policies, and safety rules.
• Maintain established performance levels.
• Superb customer service skills and professionalism with a strong ability to diffuse customer concerns.
• Evaluate individual customers' needs and propose additional insurance products based on personal and business needs.
• Reconcile client payments against the policy administration system.
• Maintains customer records by updating account or policy information.

Required Experience:

• Three to five years of experience in personal insurance background working with umbrella coverages.
• Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions relating to personal lines of umbrella coverage.
• Prior experience working in a call center environment.
• Demonstrated skills and abilities to be purposeful and solve complex issues.
• Experience with CRM- Customer Relationship Management System preferred.
• Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customer's needs.
• Ability to identify process efficiencies and manage daily activities in a thorough and accurate fashion.

Education:

• College degree preferred or equivalent years of industry experience and high school diploma.

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