Insurance Customer Service Specialist jobs in United States
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Haven Insurance Group ยท 3 months ago

Insurance Customer Service Specialist

Haven Insurance Group is a growing independent insurance agency dedicated to providing exceptional service to clients. They are seeking a motivated and detail-oriented Customer Service Representative to support their personal lines department by servicing existing clients and assisting with office management responsibilities.

Auto InsuranceCommercialInsurance

Responsibilities

Respond to client inquiries by phone and email in a timely and professional manner
Process policy changes, endorsements, renewals, and certificates of insurance
Assist clients with billing questions, ID card requests, and claims reporting
Provide proactive client follow-up to ensure satisfaction and retention
Support producers and agents with account management
Receive, sort, and distribute incoming mail
Prepare outgoing correspondence and packages
Make bank deposits and maintain accurate records
Manage office supplies and ensure common areas remain organized
Assist with scheduling and other administrative tasks as needed

Qualification

Personal lines insuranceProperty & Casualty licenseCustomer service skillsMicrosoft Office SuiteMultitasking abilitiesAgency management systemsOrganizational skillsCommunication skills

Required

Prior experience in personal lines insurance (agency or carrier) strongly preferred
Active Property & Casualty license a plus (or willingness to obtain within the first year)
Strong customer service and communication skills
Detail-oriented with excellent organizational and multitasking abilities
Proficient with Microsoft Office Suite and agency management systems (experience with Applied Epic, AMS360, or similar a plus)

Benefits

401k
Opportunities for professional development and licensing support
Collaborative, team-oriented work environment
The chance to grow with a locally owned, independent agency that values its employees and clients

Company

Haven Insurance Group

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Haven Insurance Group is an insurance agency that provides commercial and personal insurance services.

Funding

Current Stage
Early Stage

Leadership Team

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Ben Ragin
Partner / Vice President of Personal Lines
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Peter McLoud
Partner / Vice President of Commercial Lines
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Company data provided by crunchbase