Customer Service Representative - Insurance

Work setting

• Business sector
• Insurance company
• Private sector
• Individual broker
• Business
• Financial management/services

Responsibilities

Tasks

• Access and process information
• Address customers' complaints or concerns
• Answer inquiries and provide information to customers
• Explain the type and cost of services offered
• Issue receipts and other forms
• Maintain records and statistics
• Order office supplies and maintain inventory
• Perform general office duties
• Receive payments
• Type and proofread correspondence, forms and other documents
• Review quotations
• Review individual and group applications for insurance
• Resolve work related problems
• Consult with clients after sale to provide ongoing support
• Answer clients' inquiries and provide information
• Answer written and oral inquiries
• Answer telephone and relay telephone calls and messages
• Professionalism in customer service
• Knowledge of licensing regulations
• Provide customer service
• Explain procedures, risks and benefits to clients
• Communicate with other workers to co-ordinate the preparation and completion of work assignments

Experience and specialization

Computer and technology knowledge

• Database software
• Internet
• MS Outlook
• MS Word
• Electronic mail

Insurance experience

• Automobile insurance

Additional information

Security and safety

• Bondable
• Criminal record check

Transportation/travel information

• Own transportation

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Tight deadlines
• Work under pressure

Personal suitability

• Punctuality
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Organized
• Reliability
• Team player
• Initiative
• Dependability
• Judgement
• Ability to multitask
• Quick learner

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

Financial benefits

• Bonus

Long term benefits

• Group insurance benefits
• Registered Retirement Savings Plan (RRSP)

Other benefits

• Learning/training paid by employer
• Team building opportunities