Insurance Customer Service Representative

Requirements

• Respond to member inquires and requests via verbal and written correspondence
• Establish customer relationships and follow up with customers, as needed
• Assist Sales Agents with billing, claims, policy issuance follow-up, documentation, etc.
• Supports team goals and referral efforts
• Quotes new business when needed
• Cultivates and retains customer relationships by providing prompt, accurate, and friendly customer service
• Document all activities into our Agency Management System – phone calls, interviews, quotes, sales, etc.
• Maintain long-term relationships with policyholders
• Learn and maintain working knowledge of North Carolina insurance rules and regulations