Responsibilities
? Client Interaction:
? Explain and clarify insurance policy benefits, coverage, and exclusions to clients...
? Assist clients with claims processing and follow up on the status of their claims.
? Provide information on different insurance products and services.
? Policy Management:
? Process new insurance applications, renewals, and policy changes.
? Maintain accurate records of client interactions and transactions.
? Ensure compliance with industry regulations and company policies.
? Customer Service:
? Handle customer inquiries, complaints, and escalations in a professional manner.
? Provide support and guidance to clients in understanding their benefits and resolving any issues.
? Schedule appointments and follow-up meetings with clients.
? Administrative Duties:
? Prepare and distribute policy documentation, quotes, and other relevant materials.
? Conduct administrative tasks such as data entry, filing, and document management.
? Collaborate with other departments to ensure smooth operations and customer satisfaction.
Skills
? Communication:
? Excellent verbal and written communication skills to effectively interact with clients and colleagues.
? Ability to explain complex insurance terms and policies in a simple and clear manner.
? Customer Service:
? Strong customer service skills with a focus on empathy, patience, and problem-solving.
? Ability to handle difficult situations and provide solutions to clients' issues.
? Detail-Oriented:
? High attention to detail to ensure accuracy in policy processing and documentation.
? Organizational skills to manage multiple tasks and prioritize effectively.
? Technical Proficiency:
? Familiarity with insurance software and CRM systems.
? Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
? Analytical Skills:
? Ability to assess clients' needs and recommend appropriate insurance products.
? Problem-solving skills to address client concerns and claims issues.
? Regulatory Knowledge:
? Understanding of insurance regulations and compliance requirements.
? Ability to stay updated with changes in the insurance industry and regulations.
Education And Experience
? A high school diploma or equivalent is typically required; a bachelor's degree in business, finance, or a related field can be advantageous.
? Relevant certifications (e.g., Certified Insurance Counselor (CIC), Licensed Insurance Representative) may be required or preferred.
? Previous experience in insurance, customer service, or a related field is often beneficial.
Skills: telephone manner,detail-oriented,communication,regulatory knowledge,analytical skills,technical proficiency,customer service