Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding
insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Excellent communication skills - written, verbal and listening
Self-motivated
Detail oriented
Proactive in problem solving
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
