Insurance Customer Service Representative

Description

This is a full-time, direct placement role at Brooks Todd & McNeil Insurance.

Brooks, Todd & McNeil Insurance is seeking an experienced and results-driven Insurance Customer Service Representative to join our growing team. As a leading independent insurance agency, we provide access to over 20 direct markets and multiple lead sources, ensuring a strong foundation for success. An Insurance Customer Service Representative serves as the primary point of contact for policyholders, assisting them with inquiries, claims, policy changes, and general support. The role requires strong communication skills, problem-solving abilities, and knowledge of insurance products.

Job Responsibilities:

• Answer customer inquiries regarding insurance policies, coverage options, billing, and claims.

• Assist policyholders with policy changes, renewals, and cancellations.

• Process payments, update customer records, and maintain accurate documentation.

• Investigate and resolve customer complaints or escalate them to the appropriate department.

• Explain policy terms, conditions, and benefits in a clear and professional manner.

• Work with underwriters, claims adjusters, and other departments to provide seamless service.

• Ensure compliance with company policies and regulatory requirements.

• Promote additional coverage options and upsell products when appropriate.

Requirements

• High school diploma or equivalent (some roles may require an associate or bachelor’s degree).

• Prior experience in customer service, preferably in the insurance industry.

• Strong verbal and written communication skills.

• Knowledge of insurance policies and industry regulations.

• Ability to multitask, problem-solve, and work in a fast-paced environment.

• Proficiency in computer systems, CRM software, and data entry.

• Licensing may be required depending on the insurance type and state regulations