Non-Licensed Insurance Representative
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Job Description
Build good working relationships and establish rapport with customers to gain trust and understanding
• Complete all business functions within turnaround objectives at a high level of accuracy
• Complete special projects/other administrative duties as requested
• Convey actions taken on insurance policies as requested by the customer.
• * Maintain and improve quality results by adhering to established standards and guidelines
• * Update job knowledge by studying new product descriptions and participate in educational opportunities
• * Collaborate with licensed insurance agents to provide quality customer care
• * Manage communications by diligently tracking and recording outcomes of customer calls/online chats/emails to ensure timely responses
• * Review job aids and effectively communicate with team members to gather all required data necessary for resolution to service requests
• * Explain insurance products and processes
Requirements
Function: Customer Service
Experience Level: Not Applicable