Customer Service Specialist

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Position Title: Customer Service Specialist 

Job Summary: Existing business service and client retention focused on maintaining a profitable book of business and creating a memorable customer experience. 

The Insurance Loft is seeking communicative candidates who are proactive and passionate about the insurance industry and the clients they serve. Customer Service Specialist will work closing with existing and prospective clients to create a one of kind customer experience. Always striving to find the products, advice, or service that best fits the individual need of the client. Customer Service Specialists will aid internal departments by providing firsthand analytics and assessments that will support the daily functions of the sales team, management, and marketing department. The most successful Customer Service Specialists have exceptional communication, computer, and critical thinking skills. With a willingness to face challenges head on by staying organized, being adaptable, and staying focused on the task at hand. 

Customer Service Specialist Responsibilities: 

• Project a positive company image while creating an approachable and genuine environment for existing and prospective clients. 
• Assist team member in processing a number of policy service tasks related to personal lines insurance. 
• Seek out cross-sell opportunities by creating a free-flowing dialogue with clients. - Complete assigned tasks in a timely, efficient, and quality manner. 
• Educate clients by clearly communicating the importance, purpose, and strategies related to insurance. 
• Process quotes, changes, and payments across multiple insurance carriers and states. 
• Manage multiple communication sources (inboxes, CRM, and phones) 

Customer Service Specialist Requirements 

• An active P&C license in good standing with the resident state insurance commission. 
• At least 3 years of independent insurance experience. 
• Effective communication skills using multiple mediums and platforms. 
• Understanding of insurance management systems and carrier platforms.