Overview
Licensed Insurance Customer Service Professional Jobs in Wilkes-Barre, PA at Jeffery Roth Insurance Agency
Licensed Insurance Customer Service Professional
Provide exceptional customer service and insurance support to policyholders, prospective clients, and agency partners. Assist customers with policy questions, coverage information, billing inquiries, claims guidance, and policy changes while ensuring compliance with state insurance regulations and company policies.
Key Responsibilities
- Serve as a knowledgeable and professional point of contact for customers regarding re-shopping insurance policies, coverage, premiums, billing, and policy changes.
- Explain insurance products and coverage options clearly and accurately based on customer needs.
- Process policy updates, endorsements, renewals, cancellations, payments, and other account changes.
- Assist customers with claims-related questions and coordinate with claims departments when necessary.
- Identify customer needs and recommend appropriate insurance products or coverage enhancements within licensing and regulatory guidelines.
- Maintain accurate customer records and document all interactions in agency management and CRM systems.
- Handle inbound calls, emails, and customer inquiries promptly while maintaining a high level of professionalism.
- Resolve customer concerns and complaints efficiently while working to achieve high customer satisfaction.
- Maintain current insurance licenses and complete required continuing education and compliance training.
- Follow applicable state and federal insurance regulations, company procedures, and privacy requirements.
- Meet or exceed service, retention, sales, quality, and productivity goals.
Preferred Qualifications
- Active state insurance license appropriate to the products being serviced or sold.
- 1–3+ years of insurance customer service, agency, call center, or financial services experience.
- Strong knowledge of personal or commercial insurance products.
- Excellent verbal and written communication skills.
- Strong problem-solving, organization, and attention-to-detail abilities.
- Proficiency with CRM, agency management, Microsoft Office, and other customer service systems.
- Ability to handle multiple priorities in a fast-paced, customer-focused environment.
Core Skills: Customer Service Insurance Licensing Policy Administration Claims Support Coverage Explanation Client Retention Cross-Selling Regulatory Compliance Problem Solving CRM Systems Communication
Pay: From $35,000.00 per year
Benefits:
- On-the-job training
- Paid time off
Work Location: In person
Title: Licensed Insurance Customer Service Professional
Company: Jeffery Roth Insurance Agency
Location: Wilkes-Barre, PA
Category:
