Insurance Service Representative Resume Samples

An Insurance Service Representative takes the duty of providing information about the insurance company and its products to various companies and individuals. The Insurance Service Representative Resume showcases important tasks, duties, and responsibilities that has to be performed – giving full details about the insurance product to the customer, assisting customers in picking the right product, discussing with clients and clarifying their doubts, completing contract forms, collecting deposits and payments, recommending improvements in products, reviewing claim adjustments with adjusters, and soliciting sale of new product or service.

The perfect candidate for this post is the one who can depict these skills and abilities on the resume – the ability to multitask, a good memory for remembering data, friendly and polite attitude; sound negotiator, outstanding knowledge of various insurance products, having an ability to cope with fast-paced job culture. A high school diploma or a GED is the minimum educational qualification needed for this role.

 

Insurance Service Representative Resume example

Insurance Service Representative Resume

Objective : To obtain a challenging position in an established company that will utilize communication, education, and customer service skills.

Skills : Insurance, Fire Safety, Management.

Description :

    1. Included providing prompt, accurate, friendly, and exceptional customer service on behalf of Travelers.
    2. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, billing clarifications, and payment processing.
    3. Established a "person-to-person connection" with every caller.
    4. Followed established policies and guidelines to manage and resolve inquiries and issues.
    5. Understood and used Travelers systems to gather information and documents, and forwarded necessary information to provide timely services.
    6. Recommended additional Travelers products and services based on caller's needs.
    7. Built and maintained effective relationships with customers/agents by providing customer service to customers/agents over the phone at a level that is consistent with Travelers Business Center quality and productivity goals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Human Services


Jr. Insurance Service Representative Resume

Objective : Superior interpersonal and communication skills to build lasting customer relationships while also providing powerful organization and strong multitasking abilities. Equipped with the capacity to continually take on new challenges in effort to excel both as an individual and team member.

Skills : Microsoft office, Excel, Superb written/verbal communication, Strong customer service skills, Problem Resolution/trouble shooting, Organizational skills.

Description :

    1. Established time frame, provide phone requested quotes to customers/agents for changes to existing lines or products.
    2. Upgrade coverage and sell new coverage/products to existing customers as appropriate.
    3. Review phone requested cancellations and reinstatements and make appropriate decisions to resolve.
    4. Resolve service-related complaints and process complex customer calls, answer customer/agent policy and billing inquiries and assist in the handling of irate callers, difficult billing scenarios, etc.
    5. Act as online billing systems and agency portal website experts to provide proactive agency support as well as assist coworkers in mastering these systems and sell their benefits to the agents.
    6. May provide agency and internal support on information input processes.
    7. Upsell existing coverage/lines for current customers who are relocating.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
License


Insurance Service Representative III Resume

Objective : Very dedicated, stress-tolerant and energetic Customer Service Professional with 10+ years of relative work experience. A reputation for achieving very difficult sales and customer care quotas in support roles. Successes attributed to having top-notch communication skills and being extremely amiable to all personality types.

Skills : Customer service.

Description :

    1. Maintains California Department of Insurance Enters detailed customer service notes on all personal-lines license.
    2. Actions taken to log client history for future Extensive insurance knowledge and completes reference.
    3. Ongoing education to keep up on new Listens to insured's concerns helps to industry trends, laws and policies.
    4. Determine their needs and offers product Attends to customer phone calls or in-office solutions when appropriate.
    5. Visits to answer questions and offer services.
    6. Manages territory book of business to ensure Meets with potential customers to explain all new and existing policies are accurate and up insurance options.
    7. Collects and updates customer information to Trains new hires regularly to instill best ensure coverage is correct and sufficient for practices and refine their insurance and their needs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Insurance Service Representative I Resume

Summary : To obtain a position where an effective individual, with a strong customer service and leadership background, can advance while contributing to organizational goals.

Skills : knowledge of medical terms along with the billing for medical claims WPM, Excellent customer service skills, Multi-phone lines, Capable of handling multiple tasks.

Description :

    1. Established time frame, provide phone requested quotes to customers/agents for changes to existing lines or products.
    2. Upgrade coverage and sell new coverage/products to existing customers as appropriate.
    3. Review phone requested cancellations and reinstatements and make appropriate decisions to resolve.
    4. Resolve service-related complaints and process complex customer calls, answer customer/agent policy and billing inquiries.
    5. Act as on-line billing systems and agency portal website expert to provide proactive agency support as well as assist co-workers in mastering these systems as selling their benefits to the agents.
    6. Provide agency and internal support and information input processes.
    7. Refer exception underwriting situations to Underwriters, according to defined procedures within business area or business center.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
BS

Insurance Service Representative II Resume

Objective : An introduction into career field to get an understanding and a feel for the environment in which working.

Skills : Data Entry, Microsoft Office, C++ Programming.

Description :

    1. Speak with insurance agents about the policy owner's policies.
    2. Explain in detail product specifications, the provisions the policies include, and how policies operate.
    3. Explain in detail how a customer is billed and how their money is distributed.
    4. Provide technical support to agents and policy owners when they operate own company website.
    5. Able to let the customers know that here for them and can get the job done right in a timely manner.
    6. Skills Used Customer service Computer Filing Efficiency.
    7. Daily Service of Policies Received and routed office calls Respond to customer correspondence Filing/Data entry.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S In Civil Engineering

Insurance Service Representative III Resume

Summary : To obtain a position with a company in the insurance industry where can use utilize skills in customer relations to serve the public, for myself and earn into a very meaningful career.

Skills : Customer Service, Accounts Receivable.

Description :

    1. Engaged each customer and created lifelong relationships by personalizing calls and building a repertoire.
    2. Proactively meeting the consumers' needs in order to prevent additional callbacks.
    3. Answered billing inquiries, calculated premium explained billing activity/documents and took payments via phone.
    4. Made policy changes, reviewed and determined if a policy met reinstatement eligibility criteria using the processing system.
    5. Assisted agents with questions regarding premium increase/decrease, discounts, and the reissuing of policy documents.
    6. Independently navigated and researched workplace policy and procedure manual in order to assist the consumer and/or agent with questions.
    7. Able to create and promote life long relationships with agents and customers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Merchandising Management

Insurance Service Representative/Executive Resume

Objective : To obtain a position with a company in the insurance industry where can use utilize skills in customer relations to serve the public, make a name for myself and earn way into a very meaningful career.

Skills : Microsoft, Spanish.

Description :

    1. Maintains Department of Insurance personal-lines license.
    2. Extensive insurance knowledge and completes ongoing education to keep up on new industry trends, laws and policies.
    3. Attends to customer phone calls or in-office visits to answer questions and offer services.
    4. Meets with potential customers to explain all insurance options.
    5. Collects and updates customer information to ensure coverage is correct and sufficient for their needs.
    6. Assists customers in filing claims as well as making and receiving payments.
    7. Enters detailed customer service notes on all actions taken to log client history for future reference.
    8. Listens to insured's concerns, helps to determine their needs and offers product solutions when appropriate.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Associate Insurance Service Representative Resume

Summary : Customer services experience 10 months. Walmart Deli Associate met goals, achieved social skills, and met sales profit every month. Devoted and reliable Nanny with 6 months experience in babysitting. Supplies loving care while making sure to meet disciplinary and educational goals for each child. Experienced live-in Nanny skilled in creating schedules, following commitments and maintaining routines.

Skills : Insurance, Fire Safety, Management.

Description :

    1. Manage a client base of some 1500 accounts with more than 4000 policy contracts totaling $600,000 in total annual premium.
    2. Performed policy service for the agency and had the fiduciary responsibility of collecting premiums and submitting them to the company.
    3. Performed insurance reviews with clients and makes recommendations for changes if needed and a plan of action.
    4. Provided claims service for clients on health and life insurance contracts and residential property insurance.
    5. Attended required training and certification classes for all aspects of insurance sales and service.
    6. Gave clients the highest level of commitment and service they deserved.
    7. Believed that without our customers we have no company.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business

Asst. Insurance Service Representative Resume

Summary : To Obtain a position in customer service and/or insurance in which my diverse skills will be utilized. Quickly develop and maintain an outstanding working rapport with clients, co- workers, and management. Utilize exemplary troubleshooting and diplomatic talents to assess problems and tactfully suggest and implement solutions. Work well with people from diverse socioeconomic and ethnic backgrounds.

Skills : Word, Excel, PowerPoint, Outlook, Internet Research.

Description :

    1. Counseled members personally and via telephone regarding changes in insurance policies, renewal information, the status of membership, and billing statements.
    2. Conducted home inspections to ensure the home met all insurance guidelines.
    3. Supported staff and management in all areas of administration.
    4. Wrote new memberships and insurance policies.
    5. Underwrote auto insurance policies for accuracy according to company guidelines and resolved client complaints.
    6. Top production awards" for the Los Cerritos District of Auto Club.
    7. Wrote and serviced Property and Casualty Insurance for fire and auto policies.
    8. Received payments for accounts receivable from customers.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.A. In Sociology

Insurance Service Representative/Analyst Resume

Objective : Motivated Insurance Service Representative, successful at managing car, motorcycle and RV insurance policies, inventory control, customer service and transportation logistics. Excellent problem solving and interpersonal skills. Experienced in computer systems and adapts fast to new environments and skills.

Skills : Quick books, Management, Quick Learner, Microsoft Office, Microsoft Office, Microsoft Word.

Description :

    1. Provide excellent customer service to both employees and employers participating in various multi-employer group benefits trusts and/or flexible spending benefits programs.
    2. Serve as a liaison between groups, employees and insurance carriers to resolve issues and answer questions.
    3. Determine employee eligibility for employers participating in the group benefits trusts.
    4. Process large volumes of health and life insurance applications.
    5. Specialize in combined billing services for clients incorporating all products and services offered.
    6. Resolve complex premium payment issues quickly and efficiently.
    7. Data archive materials for audit purposes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Insurance Service Representative Resume

Objective : Seeking a position that will increase knowledge, challenge skills and capabilities, and utilize abilities to the upmost capacity.

Skills : Microsoft Word, Microsoft Excel, Phone Etiquette, Receptionist, Time Management, Management.

Description :

    1. Changes to existing auto, home and boat policies.
    2. Licensed to sell insurance through state of California.
    3. Proof read new business policies given to me by the agents.
    4. Everyday use of Microsoft Word, Excel, and Outlook.
    5. Assisted agents in making their monthly goals on individual and office level.
    6. Skills Used Typing,verbal, time management, detailed oriented, computer.
    7. Take inbound calls for Traveler Personal Insurance from insured and agent.
    8. Billing, taking payments, giving policy quotes, tech support for agents working on policies, approval or denial of reinstating policies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma