Insurance Customer Representative jobs in United States
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Dexian · 1 day ago

Insurance Customer Representative

Dexian is seeking an Insurance Customer Representative to interact with customers and provide information regarding products and services while resolving complaints. The role involves determining client issues, offering solutions, and maintaining records of customer interactions.

ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency
Hiring Manager
Sakshi Jha
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Responsibilities

Resolve customers service or billing complaints by performing activities such as exchanging merchandise, refunding money, and adjusting bills
Contact customers to respond to inquiries or to notify them of claim investigation results and any planned adjustments
Refer unresolved customer grievances to designated departments for further investigation
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes
Solicit sale of new or additional services or products

Qualification

P&C insurance experienceData AnalysisMicrosoft OfficeCustomer service skillsAttention to detailVerbal communicationWritten communicationInterpersonal skillsProblem SolvingTime management

Required

5-7 years customer service-related experience required
2 years of insurance related experience
High school diploma or GED required
Ability to work independently and manage one's time
Ability to accurately document and record customer/client information
Previous experience with computer applications, such as Microsoft Word and PowerPoint
Attention to detail
Quick learner
Team oriented
Data Analysis
Previous experience with computer applications, such as Microsoft Office
Prior P&C insurance experience
Verbal and written communication skills
Customer service skills
Interpersonal skills
Effective Communication
Problem Solving

Preferred

College degree preferred

Company

Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.

Funding

Current Stage
Late Stage

Leadership Team

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Mahfuz Ahmed
Chairman of the Board
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Vikram Motiani
Managing Director
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Company data provided by crunchbase