Insurance Customer Service Representative Job Description Template

A Insurance Customer Service Representative is responsible for providing excellent customer service to insurance customers. They will handle customer inquiries and complaints, process insurance applications and claims, and provide information about insurance policies. The Insurance Customer Service Representative must be able to work in a fast-paced environment and have excellent communication and customer service skills.

Insurance Customer Service Representative Job Responsibilities

  • Answer customer inquiries regarding their insurance coverage
  • Assist customers with filing claims and understanding the claim process
  • Handle customer complaints in a professional and efficient manner
  • Process policy changes and cancellations per customer request
  • Update customer account information as needed
  • Generate reports on customer service activity and performance metrics

Objectives

  • To provide excellent customer service to insurance policyholders.
  • To handle customer inquiries and resolve issues in a timely manner.
  • To process insurance claims efficiently and accurately.
  • To maintain up-to-date knowledge of insurance products and services.
  • To develop strong relationships with customers.

Insurance Customer Service Representative Job Skills & Qualifications Needed

  • The skills and qualifications needed for the role of Insurance Customer Service Representative include: excellent communication skills, both written and verbal; strong customer service skills; the ability to handle customer inquiries and complaints in a professional and courteous manner; good organizational skills; and basic computer literacy.