Insurance Customer Service Representative - Weston Mock Agency

Position Overview

Located in Omaha, NE at 163rd and Maple St, the Weston Mock Agency is an independent insurance agency primarily providing Car/Home insurance and occasionally Business/Life insurance. The Personal Lines CSR is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Key Responsibilities

• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as perform administrative duties such as answering phones, greeting visitors, and assisting with mail.
• Handle billing issues, questions, and customer changes.
• Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and client calls to review existing policies, revise liability limits, explore additional coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution, expediting corrections or adjustments, and following up to ensure resolution.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

Required Qualifications

• Hold the insurance license required by your state and have a minimum of two years of personal lines insurance account management experience, or hold a Bachelor's Degree or possess comparable work experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write for assigned clients and prospects.
• Exhibit a strong customer focus with an excellent phone manner along with robust written and verbal communication skills, and possess strong math and reading skills to accurately perform simple calculations.
• Demonstrate the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
• Show a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
• Possess technology and computer proficiency, including familiarity with agency management systems.

Benefits & Perks

• Compensation: $14.00 - $18.00 per hour
• Competitive Pay
• Professional Development
• Job Stability in a growing industry