
Hybrid Personal Lines CSR chez Red Clover HR
Red Clover HR · Baltimore City, États-Unis d'Amérique · Hybrid
- Junior
- Bureau à Baltimore City
About Us
About the Role
Key Responsibilities
- Provide timely and professional assistance to clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes.
- Process new business applications, renewals, policy endorsements, and cancellations with accuracy and efficiency.
- Proactively identify client needs and advise on appropriate coverage options and potential policy enhancements.
- Maintain accurate client and policy information within the agency management system.
- Assist in the claims process by guiding clients and collaborating with insurance carriers to ensure a fair and timely resolution.
Skills, Knowledge and Expertise
- Education: High school diploma or GED required.
- Experience: 2 to 3 years of experience in a customer service role, preferably within the insurance industry.
- Licensing: A Property & Casualty (P&C) license is strongly preferred.
- Demonstrated passion for providing exceptional client service.
- Excellent verbal and written communication skills, with the ability to explain complex information clearly.
- Strong organizational skills and a high degree of accuracy and attention to detail.
- Proficiency with standard office software (Microsoft, Google Suite).
- Experience with an agency management system is a plus.
Core Competencies
- Customer Focus - Building strong customer relationships and delivering customer-centric solutions.
- Interpersonal Savvy - Relating openly and comfortably with diverse groups of people
- Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
- Ensures Accountability - Holding self and others accountable to meet commitments