Insurance Customer Service Representative Resume Samples

Insurance Customer Service Representative provides all information about the insurance company’s product and services to the customers. Job responsibilities highlighted on the resume include responding to customer inquiries, resolving complaints or forwarding it to the appropriate section, attending calls or correspondences, providing information about insurance policies, understanding the company’s insurance policies and clarifying doubts of customers, receiving SOS calls, sending newsletter, receiving reports of claims, forwarding the claims to concerned department, assisting in soliciting new product/policy sales, liaising with other departments and rendering support, offering information to prospective customers with regards to price quotes, receiving incoming customers and maintaining strong clientele relationship. The most successful resume Underline complex skill sets such as the ability to remember data and its details, basic computer and typing skills, abilities to cope in fast paced atmosphere, the potential to critically analyze and solve problems. A high School Diploma or a Degree in Insurance Studies, business should be showcased in Insurance customer service representative resume.

Insurance Customer Service Representative Resume

Summary : Dedicated Insurance Customer Service Representative for over 20 years, motivated to maintain customer satisfaction and contribute to company success. Proven ability to establish rapport with clients. Reliable and driven, with strong time management and prioritization abilities.

Skills : Detail-oriented, Organizational, Team Player

Description :

  • Handled all customer relations issues in a gracious manner and in accordance with company policy.Analyzed new or renewal policies against the binder and the expired policy.
  • Handled phone and email inquiries from insurance companies, identified and prepared premium finance quotes/agreements and sent renewal quotes to clients.
  • Identification cards and policy endorsements to support acquisition and retention of profitable business.
  • Provided additional support to all departments including responding to customer inquiries, check processing and other various tasks.
  • Created letters documenting contact and endorsement changes to client. Ordered system letters for missing information and approvals, created free form letters, and ensured that proper documentation was recorded.
  • Entered and retrieved information of varying complexity using appropriate 
    computer system applications to update records, process insurance
    applications and obtain information to others. 
  • Demonstrated open and positive behavior in support of operations' goals. Provided informal guidance to co-workers and back-up support in the absence of others.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School

Insurance Customer Service Representative Resume

Summary : 10+ Years' Experience in Customer Service Willing To take On Additional Responsibilities And Challenges Displays Excellent Time Management With High Attention To Detail Strong Attention To Detail, Customer Service And Listening.

Skills : Time Management, Microsoft Office Programs, Email , Formatting Documents, Power Point

Description :

  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Keep records of customer interactions or transactions, recording details of inquiries. Refer unresolved customer grievances to designated departments for further.
  • Determine charges for services requested, collect deposits or payments, or arrange for billing.
  • Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
  • Review insurance policy terms to determine whether a particular loss is covered by insurance.
  • Managed current client book of business to pivot to new lines of business or to enhance current coverage. Educate customers on the various insurance products and services.
  • Quoted sales using multiple computer programs and several different carriers such as Erie Insurance, Progressive, National General, Commonwealth Underwriters, Wright Flood Inc. 

Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Insurance Agent/Customer Service Representative Resume

Summary : Customer Service Rep/ 10 Years Experience in Customer Service/ Insurance Industry Polished, professional customer service rep offering: 10 years of experience providing customer support in the insurance industry, the last two in a busy call center environment. An unwavering commitment to customer service, with the ability to build productive relationships, resolve complex issues and win customer loyalty.

Skills : Call Center Service Operations, Complaint Handling / Dispute Resolution, Sales Lead Generation Expert, Records Management Multiline Phone

Description :

  • Handle customer inquiries, complaints, billing questions and payment extension/service requests. Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions.
  • Interface daily with internal partners in accounting, field services, new business, operations and consumer affairs divisions.
  • Managed a high-volume workload within a deadline-driven environment. Resolved an average of 550 inquiries in any given week and consistently met performance benchmarks in all areas (speed, accuracy, volume).
  • Became the "go-to" person for new reps and particularly challenging calls as one of the company's primary mentor of both new and established employees.
  • Helped company attain the highest customer service ratings (as determined by external auditors) -- earned 100% marks in all categories including communication skills, listening skills, problem resolution and politeness. Obtained several formal compliments from customers and brokers.
  • Officially commended for initiative, enthusiasm, tenacity, persuasiveness, intense customer focus and dependability in performance evaluations.
  • Completed voluntary customer service training to learn ways to enhance customer satisfaction and improve productivity.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
AS Science

Insurance Customer Service Representative Resume

Objective : To obtain a position as a Insurance Agent / Customer service representative, where my customer service skills and knowledge in Insurance industry can fully utilized to improve customer satisfaction and promote the company's brand/sales.

Skills : Account Management, Billing, Customer Service, Data Entry, Documentation, Filing, Fax, Marketing, Networking, Powerpoint, Research, Receptionist, Typing, Word, Windows, Office Management, Teaching

Description :

  • Answered an average of 60 calls per day by addressing customer inquiries, solving problems and providing new product information.
  • Developed reputation as an efficient service provider with high levels of accuracy. Scored in top 10% of employees in successful resolution of issues.
  • Recipient of multiple positive reviews acknowledging dedication to excellent customer service. Licensed in 46 states to cross-sell and service home and auto policies
  • Deliver prepared sales talks, reading from scripts that describe products or services, to persuade potential customers to purchase a product or service or to donate.
  • Obtain customer information such as name, address, and payment method, and enter orders into computers.
  • Answer telephone calls from potential customers who have been solicited through advertisements. Explain products or services and prices, and answer questions from customers.
  • Schedule appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Business Management

Insurance Representative Resume

Objective : To obtain a full-time position within the Insurance sales/service field, where I can utilize my abilities I have developed through my career, such as my profound knowledge of sales strategies and exceptional customer interaction skills in order to bring new business and retain customer's loyalty.

Skills : Microsoft Office, Customer Service, Healthcare

Description :

  • Responsible for writing and servicing personal lines insurance policies. Also responsible for office management, including client dispute resolution, and handling cash deposits.
  • Maintain book of business by retaining customers, answer phones and help customers with any insurance inquiries and customer service. Cross sales, scan and file documents accordingly.
  • Assist with quote inquiries and claim's questions. Assist spanish speaker customers and take care of all office activities.
  • Correspond with and respond to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems and cancellations.
  • Explain product features and service advantages to existing and potential customers.
  • Seamlessly handle a high volume of inbound calls regarding our insurance products and services. Listen and connect with customers to understand their needs and resolve any issues they express.
  • Constantly improved customers service satisfaction through analyzing reports and advice resolution for any conflict, issues and concerns.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Customer Service Representative, Insurance Resume

Objective : Critical Thinking and assisting peers with difficult situations Strong work Ethic Deescalating Customer Complaints/ Customer Complaints Self-Motivation Adaptability Leader Time Management.

Skills : Typing, 10-Key, Exceptional Listener, Customer Service, Teamwork, Interpersonal, Communication, Bilingual

Description :

  • Received inbound calls from potential policyholders in a high volume call center and advised buyers on the insurance products they may want or need, state insurance requirements.
  • Answered an average of 60 calls per day by addressing customer inquiries, solving problems and providing new product information.
  • Described product to customers and accurately explained details and benefits.
  • Initiated operations improvements to improve overall call center productivity.
  • Addressed and resolved customer product complaints empathetically and professionally.
  • Assist new and extinting customer with their insurance needs. Process endorsements, provide evidence of insurance to customers, mortgage and lien holder companies.
  • Present the basic info of allstate insurance products to grow the relationship of customers.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Diploma

Insurance Customer Service Representative Resume

Summary : Excellent communicator with over 20 years in a demanding call center environment as a Customer Service Representative.

Skills : Credit Card Processing, MS Windows Proficient, Multi-line Phone, Client Relations, Proficient In Cash Management, Local/state Health Laws Knowledge

Description :

  • Met all customer call guidelines including service levels, handle time and productivity.
  • Investigated and resolved customer inquiries and complaints in an empathetic manner. Facilitated inter-departmental communication to effectively provide customer support.
  • Developed highly empathetic client relationships and earned a reputation for exceeding service standard goals.
  • Analyze information gathered by investigation and report findings and recommendations. Collect evidence to support contested claims in court.
  • Communicate with former associates to verify employment record and to obtain background information regarding persons or businesses applying for credit.
  • Examine claims form and other records to determine insurance coverage.
  • Examine titles to property to determine validity and act as company agent in transactions with property owners.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Insurance Customer Service Representative Resume

Objective : Insurance Professional / Customer Service Savvy, highly qualified, and well rounded insurance professional with experience overseeing all development of property operations while demonstrating effective interpersonal communication and such qualities as integrity, leadership, and character.

Skills : leadership, employee relations, budget control, and marketing

Description :

  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.Processed applications, payments, corrections, endorsements and cancellations.
  • Prepared necessary paperwork to process insurance sales and renewals. Finalized and maintained all types of personal lines insurance policies within the agency.
  • Taking inbound calls supporting both agents and customers with policies. These include taking payments for both agents and customers, reviewing billing and coverage, and assisting agents with quotes. Insurance includes home, auto, and earthquake.
  • Responded to questions and concerns about claims, and escalated calls appropriately.
  • Communicate with contractors, adjusters, agents, financial institutions and insured customers to assist in recovery from home disaster.
  • Provide allstate insured customers with quality service in handling home disaster claims over the phone.
  • Communicate with both client and insurance companies to sell and service policies, resolve any issues they may have.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS

Insurance Customer Service Representative Resume

Headline : Experienced 4/40-Licensed Insurance Customer Service Representative Experienced Insurance Customer Service Representative seeking to obtain a position in a career oriented office setting, utilizing my knowledge, experience, office and computer skills as well as assist in efficient productive company operations.

Skills : Proficient In QuickFile Management System, AMS Management System, Microsoft Outlook, Microsoft Work, Microsoft Excel, Adobe, Internet Explorer, Facsimiles, Scanning, Copying, Multi Line Phone Systems

Description :

  • Serviced multiple personal and commercial lines, such as homeowners, condominium, mobile home, renters, flood, automobile, commercial automobile, boat, commercial general liability, builders risk, health, dental, vision life and bonds.
  • Answered telephone calls and processed all quote requests and any client inquires and concerns.
  • Worked closely with agents to make sure clients and potential clients are satisfied with all polices and quotes provided.
  • Helped launch support for a new product as part of the company goals and inititives.
  • Communicate via phone, mail, and email with internal and external clients requiring assistance or information.
  • Follow established procedures to handle client inquiries and resolve concerns to ensure client satisfaction. Handle client communications within all call handling and maintain high quality.
  • Identify issues with current process and notify management of potential concerns and potential solutions.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certificate in Insurance

Insurance Customer Service Representative Resume

Summary : Substantial experience and outstanding skills in customer service with twenty five years in the insurance industry. Accustomed to working in fast paced environments with the ability to think quickly and successfully handle difficult clients. Completed several courses in ethics, fraud, and inspection procedures.

Skills : Microsoft Office Applications, Computer, Conflict Resolution, Problem Resolution, Customer Service, Fast Learner, Detail Oriented, Relationship Building, Sales, Bilingual, Spanish, General Office, Call Center

Description :

  • I started as part time and worked into a full time position obtaining my insurance customer service representative license.
  • Worked with advertising, inspection of properties, cost estimators, and interfacing with multiple insurance companies.
  • Ensure customers have the right level of coverage while identifying and resolving customer conflicts.
  • Answer phone and help members find insurance providers in the area desired. Advise members of coverage in their policy and adjust claims to process as policy guidelines.
  • Process payments for the policy holders, answer any general questions regarding their policy.
  • Gather information from the caller to send them to the appropriate company for a quote, i also connect the consumer to an agency in their area so they can receive a quote.
  • Roles included but not limited to: outbound phone calls, appointment scheduling, document preparation, insurance reviews, collected payments, financial interaction handling, input documents to clients' account.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Teaching