Job Summary
A company is looking for an Insurance Service Agent.
Key Responsibilities
- Handle customer inquiries regarding billing, policy changes, and cancellations via calls and emails
- Review policy coverages and issue necessary documentation, while retaining customers and upselling products
- Identify cross-selling opportunities and transfer new business leads to the sales team
Required Qualifications
- Minimum of 1 year of experience in property and casualty insurance preferred
- Property and Casualty License is preferred but not required
- Strong customer-focused approach with a commitment to service excellence
- Proficient in G-Suite and Microsoft Office products
- Ability to work effectively in a fast-paced, collaborative environment
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