CUSTOMER SERVICE REPRESENTATIVE Insurance Account

A Customer Service Representative (CSR) for an insurance account is responsible for providing support and assistance to policyholders, agents, and prospective clients regarding insurance products and services. They handle inquiries, resolve concerns, and ensure that customers receive accurate, timely, and helpful information related to their insurance policies.

Job Responsibilities:

• Assist customers with questions about insurance plans, coverage, premiums, billing, claims status, and policy updates.
• Process policy changes, endorsements, cancellations, and renewals in accordance with company guidelines.
• Guide customers through claims procedures and documentation requirements.
• Investigate and resolve customer issues with professionalism, empathy, and accuracy.
• Document all interactions in the system and ensure compliance with industry regulations and data privacy standards.
• Provide product knowledge to help customers understand available insurance options.
• Collaborate with other departments (claims, underwriting, billing) to ensure efficient case resolution.
• Meet performance metrics including quality, attendance, customer satisfaction, and productivity goals.

Qualifications:

• At least High School/Senior High School Graduate
• 1 year BPO Experience
• Above average English communications skills.