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Customer Service Representative – Aligned Insurance Agency jobs in United States
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Chesapeake Mission Critical - A Fidelity Company · 1 day ago

Customer Service Representative – Aligned Insurance Agency

Chesapeake Mission Critical - A Fidelity Company is seeking a dedicated Customer Service Representative to join their Aligned Insurance Agency. In this role, you will be the primary point of contact for clients, providing exceptional service and support throughout their insurance experience, handling inquiries, resolving issues, and ensuring timely and accurate information regarding insurance policies.
Data Center

Responsibilities

Serve as the primary contact for client inquiries via phone, email, and other communication channels
Address and resolve client questions and concerns related to their insurance policies, coverage options, and billing
Provide clear and accurate information about policy details, claims procedures, and account status
Assist clients with policy changes, including updates to coverage, personal information, and billing details
Process policy endorsements, renewals, and cancellations in a timely and accurate manner
Coordinate with insurance carriers to ensure that client requests are handled efficiently
Guide clients through the claims process, including filing claims and providing necessary documentation
Follow up on claims status and provide clients with updates and resolutions
Work with claims adjusters and underwriters to facilitate prompt resolution of claims issues
Maintain accurate and up-to-date records of client interactions and transactions
Prepare and process correspondence, documentation, and reports as needed
Ensure compliance with company policies and regulatory requirements in all client interactions
Demonstrate a high level of professionalism and empathy in all client interactions
Resolve client complaints and issues in a constructive manner, aiming for positive outcomes
Continuously seek opportunities to improve the customer service experience and contribute to team success
Collaborate with other team members and departments to ensure a seamless client experience
Participate in team meetings and training sessions to stay informed about company updates and industry changes
Provide feedback and suggestions for improving processes and customer service practices

Qualification

Customer service experienceInsurance knowledgeMicrosoft Office SuiteCommunication skillsProblem-solving skillsCRM softwareAttention to detailTeam collaboration

Required

Previous experience in a customer service role, preferably within the insurance industry
Strong understanding of insurance products, policies, and terminology is a plus
Excellent communication skills, both verbal and written, with the ability to convey information clearly and professionally
Strong problem-solving skills and the ability to handle complex inquiries with patience and empathy
Proficiency in Microsoft Office Suite and experience with CRM software
High level of attention to detail and accuracy in handling client information and transactions
Ability to work effectively both independently and as part of a team in a fast-paced environment
High school diploma or equivalent required; Associate's or Bachelor's degree in Business, Communications, or related field preferred
Insurance licenses or certifications are a plus but not required; training will be provided. A successful candidate will be required to obtain licensure to remain employed

Preferred

Associate's or Bachelor's degree in Business, Communications, or related field preferred
Strong understanding of insurance products, policies, and terminology is a plus
Insurance licenses or certifications are a plus but not required; training will be provided

Benefits

Comprehensive benefits package, including health, dental, and retirement plans.
Opportunities for professional development and career advancement.
A supportive and collaborative work environment with a focus on employee well-being and success.

Company

Chesapeake Mission Critical - A Fidelity Company

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Chesapeake Mission Critical offers data center end-to-end infrastructure solutions, including the development of state-of-the-art mission-critical facilities.

Funding

Current Stage
Early Stage
Company data provided by crunchbase