Customer Service Insurance Agent Resume Samples

A Customer Service Insurance Agent is responsible for interacting and handling issues of customers with their insurance-related products and services. The job duties mentioned on the Customer Service Insurance Agent Resume are – checking to ensure that appropriate changes are made and customer’s problems solved, comparing disputed merchandise with original requisitions and information from invoices, preparing invoices for returned goods, completing contract forms, preparing a change of address records; conferring with customers by telephone or in-person to provide information about products and services, determining charges for services requested, and ordering tests that can determine the cause of product malfunctions, and reviewing claims adjustments with dealers, and examining parts claimed to be defective and approving dealer’s claims.

Those in this field normally have the following skills and abilities – solid knowledge of different types of insurance plans, including home, vehicle, and business; outstanding interpersonal and negotiation skills; excellent written and verbal communication skills, and proficiency in computers and statistical analysis software. A bachelor’s degree in Economics, Business, or relevant field is commonplace among job applicants.

Customer Service Insurance Agent Resume example

Customer Service Insurance Agent Resume

Summary : Responsible, caring, mature person with a passion to see every child reach his/her personal best. Over 20 years of experience with children with special needs. Background in childcare and direct care. Understanding of confidentiality and handling sensitive information.

Skills : Customer Service, Property And Casualty Insurance, General Insurance, Umbrella Insurance.

Description :

    1. Worked in an Insurance Call Center, receiving on average 40 calls daily.
    2. Advised clients on personal lines insurance policies for 10 insurance carriers.
    3. Processed endorsements and handled billing inquiries in 8 different insurance databases.
    4. Processed mail received via letters, emails, and faxes regarding policy changes, coverage verification and policy inquiries -Assisted the Field Sales Agents in processing endorsements, billing, and managing client policies.
    5. Evaluated customer accounts for coverage minimums, cross-sell opportunities, and referral to a sales agent for review.
    6. Consistently maintained top level performance on my call evaluation.
    7. Handled inquiries pertaining to quotes, billing and vehicle coverage.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Fine Arts


Customer Service Insurance Agent Resume

Summary : As a Customer Service Insurance Agent, responsible for Providing proactive, quality customer service to the company's customers, including but not limited to: Providing information on product features and benefits; Answering questions about policies; Responding to inquiries concerning insurance claims.

Skills : Inventory Management, Microsoft Office, Excel Programs, Outlook, Customer Service, Retail Sales, Typing 64 WPM, Clerical, Food Safety Certification, Property/Casualty Insurance License, Computer Proficient.

Description :

    1. Answered phone calls.
    2. Made financial transactions.
    3. Updated insurance policies.
    4. Filed paperwork.
    5. Worked with Microsoft Office, Excel, and Outlook.
    6. Directed phone calls to the correct department.
    7. Managed in-bound and out-bound calls to the customers about their policies and information regarding any changes or updates.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Psychology


Customer Service Insurance Agent Resume

Headline : Customer Service Insurance Agent with 6 years of experience in Providing assistance with technical support for products/services; Conducting training, demonstrations, or seminars relating to products/services; Participating in site visits or other activities related to product/service offerings (e.g., trade shows); Providing assistance with warranty claims; Participating in online forums or chat.

Skills : Skilled in providing patient care, Planning, Insurance Managemeny.

Description :

    1. Responsible for answering in-bound calls from clients concerning policy questions.
    2. Handled any customer complaints via telephone, internet, and email.
    3. Managed changes to customers policies.
    4. Advised customers of information regard their state car insurance regulations.
    5. Responsible for submitting requests telephone, fax, internet, and email.
    6. Processed payments for customers.
    7. Made payment arrangements.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA In Culinary Arts

Customer Service Insurance Agent Resume

Headline : Excellent Customer Service Insurance Agent willing to implement change and skills to reduce risk and improve customer experience. My goals are to obtain a challenging full time position with an ever changing company offering growth and advancement.

Skills : Microsoft Office, Typing, Navigating Windows Operating System, Auto/Homw/Renter Insurance Policies, Navigating Host Operating System, Multitask Efficiently.

Description :

    1. Recruited new and potential candidates for hire.
    2. Travelled to local businesses for marketing purposes.
    3. Performed product information meetings to potential new policy holders.
    4. Processed all paperwork and legal documents as needed for new policies.
    5. Oversaw the claims process for all clients under my care to ensure quality and efficiency.
    6. Answered calls from homeowners, Contractors, Insurance Agents, Public Adjuster as well as chase bankers to assist with insurance claim needs.
    7. Updated track and disburse, authorize premium payment.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certificate In Phlebotomy

Customer Service Insurance Agent Resume

Headline : Enthusiastic Customer Service Insurance Agent with in-depth knowledge of sales, Energetic and reliable Associate skilled in high-end environments. Hands-on, Hardworking, Highly motivated, Mature, Meticulous, Multi-task-oriented, organised. Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success. Core strength.

Skills : Microsoft Proficient, Customer Service, Phones, Data Entry, Communications.

Description :

    1. Provided excellent customer service to all existing policy holders through answering questions and concerns in a timely and efficient manner.
    2. Organised weekly sales reports for the sales department to track product success.
    3. Excelled in exceeding daily Developed highly empathetic client relationships and earned reputation for exceeding goals.
    4. Served as the company's only bilingual Spanish/English customer service representative.
    5. Processed and issued for customers value-focused service approach.
    6. Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
    7. Identified and resolved customer service complaints, and issue refunds to customers.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                Associate's

                                Customer Service Insurance Agent Resume

                                Headline : Customer Service Insurance Agent is responsible for Collecting claims from customers, Processing claims for the insurance company, Managing the service department of the insurance company, Handling written communication from customer service departments.

                                Skills : Planning, Property Management, Healthcare, Insurance Management.

                                Description :

                                  1. Licensed Property & Casualty insurance agent who provides exceptional personalised service to all customers.
                                  2. Used strong communication skills to answer multitudes of calls per day and handle customer inquiries.
                                  3. Properly explained insurance coverage, meet customer needs, update policies and data entry.
                                  4. Daily used of Microsoft Office software like Word, Outlook and One Note.
                                  5. Detail oriented to be sure nothing is missed on policies.
                                  6. Provided customer service for insurance office.
                                  7. Processed and completed applications for life, health, property and casualty insurance.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                High School Diploma

                                Customer Service Insurance Agent Resume

                                Summary : Experienced, successful, Office Administrator, and Leader with extensive knowledge in establishing and Maintaining Interpersonal Relationships. Skilled in customer service, management, marketing, and project management. Enjoy working and managing in a collaborative environment where strong listening, analytical, communication, organization, and leadership skills are required in order to develop constructive and cooperative working relationships and maintaining them over time.

                                Skills : Customer Service , Administrative Assistant, Sales.

                                Description :

                                  1. Charged customers for services covered by insurance policies.
                                  2. Provided written and verbal instructions on how to use objects and services offered by the company.
                                  3. Represented the company in all local, state, federal, and international regulatory agencies (i.e., OSHA).
                                  4. Supported the companys public relations efforts by engaging with relevant media outlets.
                                  5. Communicated company policies in a clear manner to customers.
                                  6. Worked as part of a team of agents who work together to achieve goals and objectives.
                                  7. Ensured that all information provided is accurate and complete.
                                                      Years of Experience
                                                      Experience
                                                      7-10 Years
                                                      Experience Level
                                                      Level
                                                      Management
                                                      Education
                                                      Education
                                                      MS

                                                      Customer Service Insurance Agent Resume

                                                      Summary : A Customer Service Insurance Agent professional with 25 years of full time customer service experience .Retail sales and customer service, in consumer products and services; dealt on an individual basis to help customers meet their needs. I have worked in the Insurance industry for 3 years.

                                                      Skills : Providing Great Customer Service. Listen And Communicate Effectively While Addressing Customer Concerns, Typing 35-40 Words.

                                                      Description :

                                                        1. Identified new customers through a comprehensive sales process using a variety of techniques (tasks).
                                                        2. Determined the best products to meet the needs of customers in your geographic territory or industry segment.
                                                        3. Provided excellent customer service with respect to: handling complaints, resolving disputes and resolving issues in a timely manner.
                                                        4. Built long-lasting relationships with customers by providing quality product support and outstanding service at every interaction.
                                                        5. Worked in partnership with other agents within your company to achieve business objectives.
                                                        6. Trained agents on all aspects of insurance sales including customer service policies and procedures; account management; claims processing; and company culture.
                                                        7. Acted as an expert within your company on any subject related to insurance sales.
                                                                            Years of Experience
                                                                            Experience
                                                                            10+ Years
                                                                            Experience Level
                                                                            Level
                                                                            Senior
                                                                            Education
                                                                            Education
                                                                            Bachelor's

                                                                            Customer Service Insurance Agent Resume

                                                                            Summary : Customer Service Insurance Agent with 10+ years of experience in Communicating clearly and efficiently both in writing and verbally, Taking initiative to share relevant information with your team on a regular basis (e.g., monthly or weekly), Getting approvals from all parties involved in the process of obtaining quotes, completing claims, etc, Providing accurate information regarding procedures, policies, and procedures for claims processing.

                                                                            Skills : Planning, Claim Processing, Customer Service.

                                                                            Description :

                                                                              1. Provided customer service and answer questions about the products and services of a selected insurance company or organization.
                                                                              2. Provided information about the benefits of various types of insurance products.
                                                                              3. Answered questions about various types of vehicles.
                                                                              4. Learned about different types of auto loans and work with the customer on obtaining one.
                                                                              5. Assisted customers in obtaining the appropriate coverage (e.g., coverage for uninsured/uninsured drivers).
                                                                              6. Provided information on financial institutions that offer auto loans (e.g., credit unions).
                                                                              7. Worked with customers regarding specific products, services.
                                                                                                                                                          Years of Experience
                                                                                                                                                          Experience
                                                                                                                                                          10+ Years
                                                                                                                                                          Experience Level
                                                                                                                                                          Level
                                                                                                                                                          Senior
                                                                                                                                                          Education
                                                                                                                                                          Education
                                                                                                                                                          GED

                                                                                                                                                          Customer Service Insurance Agent Resume

                                                                                                                                                          Headline : Customer Service Insurance Agent is responsible for Providing excellent customer service to all of your customers, Developing a strong relationship with your clients, as well as a strong rapport with your colleagues in the field, Ensuring that all clients have access to the information they need to make informed decisions about their insurance plans and policies, and also Ensuring that your clients receive accurate information on products and services that are available to them.

                                                                                                                                                          Skills : Documentation, Claim Management, System Assistant.

                                                                                                                                                          Description :

                                                                                                                                                            1. Analyzed claims to determine the claims status.
                                                                                                                                                            2. Handled customer complaints, such as issues with an insurance claim or change of address.
                                                                                                                                                            3. Provided customer service to customers through phone calls and onsite visits.
                                                                                                                                                            4. Answered policy questions and research policies online using the companys website or documentation.
                                                                                                                                                            5. Prepared documentation related to insurance claims and issues for submission to insurance companies.
                                                                                                                                                            6. Answered inquiries about insurance policies or help customers find their carrier of choice.
                                                                                                                                                            7. Processed claim information online using an online system or in person at an office location.
                                                                                                                                                                                                              Years of Experience
                                                                                                                                                                                                              Experience
                                                                                                                                                                                                              5-7 Years
                                                                                                                                                                                                              Experience Level
                                                                                                                                                                                                              Level
                                                                                                                                                                                                              Executive
                                                                                                                                                                                                              Education
                                                                                                                                                                                                              Education
                                                                                                                                                                                                              MS