Fox Insurance & Investments · 13 hours ago
Client Service Agent
Louisville, KY
Full-time
Onsite
Entry, Mid Level
$25/hr - $25/hr
2+ years expFox Insurance & Investments is a family-owned, independent insurance agency offering various types of insurance for clients in Indiana and Kentucky. They are seeking a Client Service Agent who will ensure great customer service and maintain strong client relationships.
Auto InsuranceCommercial InsuranceInsuranceLife Insurance
Responsibilities
Respond to client inquiries regarding existing policies and coverage; make requested changes
Maintain electronic records of client interactions and transactions including inquiries, changes, claims, comments, and actions taken
Answer incoming calls and schedule office appointments
Produce and submit evidence of insurance as requested
Monitor status and completion of policy changes for accuracy and quality assurance
Obtain client information requested by underwriting and ensure policy compliance
Process claims, maintain contact with clients during claim process, and ascertain satisfaction
Handle client payments and ensure accurate billing
Process quote information for prospective new clients and ensure eligibility guidelines are met
Assist with administrative tasks including electronic scanning and filing, deposits, packet assembly, mailings, and other similar tasks
Other duties as assigned
Qualification
Required
Currently licensed in Property & Casualty insurance
High school diploma
2-5 years of experience working in an office setting in customer service, insurance, or an equivalent field
Professional demeanor
Good time management skills
Ability to multi-task and prioritize work
Excellent written and verbal communication skills
Strong organizational skills
Detail-oriented
Show initiative
Ability to think critically and work independently
Proficient in Microsoft Word, Outlook, and Excel
Accurate and efficient typing skills
Willingness to submit to a background check
Benefits
3 weeks paid leave (plus two bonus days)
14 paid holidays
Paid bereavement leave
Licensing CE credit reimbursement
Company
Fox Insurance & Investments
Fox Insurance & Investments is an insurance agency that provides personal and business insurance services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Eric Fox
Founder and Advisor
Company data provided by crunchbase