Customer Service Representative (Insurance) jobs in United States
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HomeServices of America · 1 day ago

Customer Service Representative (Insurance)

HomeServices of America is seeking a Customer Service Representative to provide day-to-day service and support to new and existing clients. The role involves advising clients on insurance coverage, handling claims and billing inquiries, and supporting sales programs to enhance business strategy and profitability.

FinanceReal EstateReal Estate Brokerage
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Diversity & Inclusion

Responsibilities

Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%)
Research and answer calls from clients, underwriters and third parties
Advise clients regarding insurance coverage and risk management issues
Process policy changes and cancellations
Handle claims and billing inquiries
Foster and maintain good working relationships with insurance companies and underwriters
Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%)
Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager. (0-5%)
Perform any additional responsibilities as requested or assigned. (0-5%)

Qualification

PropertyCasualty LicenseInsurance agency operationsPersonal lines insurance productsAnalytical skillsCommunication skillsRisk assessment techniquesProblem-solving skillsTime management skillsOrganizational skills

Required

High School Diploma or equivalent work experience and knowledge
Two years successful servicing experience with independent agency (or equivalent)
Property and Casualty License
Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes
Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance
Excellent analytical, problem-solving, and decision-making skills
Excellent oral, written, and interpersonal communication skills
Proven automation, time management, and organizational skills
Familiarity with risk assessment and risk management techniques

Benefits

Medical
Health Savings Account
Dental
Vision
Life Insurance
Paid Vacation (PTO)
401(k) with employer match
Flexible Spending Account
Employee Assistance Program (EAP)

Company

HomeServices of America

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HomeServices is the residential real estate brokerage firm.

Funding

Current Stage
Public Company
Total Funding
unknown
2017-01-18Acquired
1999-10-08IPO

Leadership Team

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Patty Smejkal
Chief Technology Officer
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Renee Gonzales
Vice President Core Services Integration
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Company data provided by crunchbase