insurance customer service

Lion's Gate Insurance

Position OverviewWe are seeking a detail-oriented and customer-focused Customer Service Representative to join our small, independent insurance agency. You will be the first point of contact for our clients, handling policy inquiries, scheduling appointments, managing administrative tasks, and supporting our licensed insurance agents. This is a full-time role working closely with the owner/agent who has been in the insurance business for over 20 years. Ideal for someone with insurance industry experience or a strong service orientation who is ready to learn the ins and outs of personal and auto insurance.Key ResponsibilitiesCustomer Service &amp; Communication<ul><li>Answer inbound calls professionally and route to appropriate agents; handle routine customer questions about policy coverage, claims status, and payment options</li><li>Respond to customer emails and inquiries in a timely manner; document interactions in the agency management system</li><li>Schedule agent appointments and customer consultations; manage calendar logistics</li><li>Process routine requests including address changes, policy document delivery, payment posting, and receipt confirmation</li></ul>Administrative &amp; Operational Support<ul><li>Data entry into agency management system (policy information, customer updates, renewals)</li><li>File organization and document management; maintain organized customer records and policy files</li><li>Prepare renewal notices, policy documents, and customer communications for distribution</li><li>Process incoming mail and documents; organize and route to appropriate team members</li><li>Light bookkeeping tasks, including invoice tracking and payment processing</li></ul>Sales Support<ul><li>Gather information from new prospect inquiries and compile in agency management system</li><li>Prepare quote packages and policy documents for agent review and client presentation</li><li>Follow up on pending quotes and track policy status through to binding</li><li>Maintain and update customer contact lists and lead tracking spreadsheets</li></ul>Required Qualifications<ul><li>1&ndash;3 years of customer service experience in an insurance agency, insurance broker office, or similar customer-facing role</li><li>Working knowledge of personal auto insurance (coverage types, limits, deductibles) or willingness to learn quickly</li><li>Proficiency with insurance agency management systems (e.g., Salesforce, HubSpot, AgencyBloc, or similar CRM platforms)</li><li>Strong organizational skills with ability to manage multiple tasks and priorities simultaneously</li><li>Excellent written and verbal communication skills; professional phone presence</li><li>Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and general computer literacy</li><li>High school diploma or equivalent; some college or college degree preferred</li></ul>Preferred Qualifications<ul><li>Georgia insurance license (or willingness to obtain within 90 days of hire)</li><li>Experience with independent insurance agencies or brokers</li><li>Experience with online quote systems and policy rating platforms</li><li>Bilingual capability (English/Spanish/Arabic) a plus</li></ul>Required Skills &amp; Attributes<ul><li>Calm and professional demeanor when handling frustrated or upset customers</li><li>Detail-oriented with strong attention to accuracy in policy data entry and documentation</li><li>Proactive problem-solver who takes initiative without constant supervision</li><li>Team player who supports agents and colleagues in a collaborative environment</li><li>Commitment to continuous learning and professional development in the insurance industry</li></ul>Pay: $18.00 - $20.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Application Question(s):<ul><li>Do you have experience working in an insurance agency or a broker's office? If yes, how many years and what was your role?</li><li>What's your experience with CRM systems or agency management software?</li><li>Why are you interested in this insurance CSR role?</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>Work Location: Hybrid remote in Atlanta, GA 30341

Customer Service Representative

Cornerstone Bank

<div><div><div><div><div><div><div>The Customer Service Agent position offers personal and professional growth opportunities. Successful candidates will learn various insurance products and help existing clients meet their insurance needs. 
<div> 
 
JOB DUTIES 
Conduct annual reviews with existing clients and offer additional products as needed. Process applications, changes and related forms. Prepare and present quotes. Accept and document customer payments. Maintain client files and record all transactions. Report claims and track resolutions. Prepare and oversee individual client&rsquo;s insurance portfolios. 
QUALIFICATIONS
Equivalent to a high school education minimum. One &ndash; two years post-secondary education in business or insurance experience preferred. Must hold a valid driver&rsquo;s license. Must obtain insurance license and maintain continuing education hours meeting the State Insurance Department requirements if license is not currently held. Working knowledge of personal computers and the suite of Microsoft Office products. Must be accurate and detail oriented. Ability to interact effectively with customers, management and co-workers. Ability to work in a team atmosphere and independently. Will provide unmatched customer service and exhibit the core values of Cornerstone Bank. 
WE OFFER:<ul><li>
Vacation and Paid Time off Days</li><li>
Paid Holidays</li><li>
Retirement plan contribution</li><li>
Life Insurance and Long Term Disability Insurance</li><li>
Health, Dental &amp; Vision Insurance</li><li>
Career growth potential</li><li>
Bonus programs</li><li>
Family atmosphere</li></ul> 
Cornerstone Bank is an Equal Opportunity Employer/Veterans/Disabled.</div></div></div></div></div></div></div></div>

Customer Service Agent

United Software & Technologies International Pvt. Ltd

We are looking for motivated and customer-focused individuals for the position of General Insurance Sales Agent / Customer Service Officer. The ideal candidate will be responsible for handling customer inquiries, generating sales, and providing excellent customer support for Motor, Travel, and Health Insurance products through calls, WhatsApp, and social media platforms.Key Responsibilities:<ul><li>Respond to customer inquiries professionally and efficiently.</li><li>Generate sales for general insurance products through calls and digital platforms.</li><li>Guide customers regarding policy coverage, pricing, and benefits.</li><li>Follow up with leads and maintain strong customer relationships.</li><li>Achieve assigned sales targets while maintaining service quality standards.</li><li>Maintain accurate customer records and daily reporting.</li></ul>Requirements:<ul><li>Intermediate / Bachelor&rsquo;s degree preferred.</li><li>Strong communication and interpersonal skills.</li><li>Experience in sales, call center, or customer service will be preferred.</li><li>Ability to work in a target-driven environment.</li><li>Basic knowledge of insurance products will be an added advantage.</li></ul>Apply Now: hr@theunitedsoftware.comPay: Rs60,000.00 - Rs90,000.00 per monthWork Location: In person

General Insurance Sales Agent / Customer Service Officer

Spectrum Insurance Group

<div><h2 class="jobSectionHeader">Job Overview</h2><div>
Spectrum Insurance Group is looking for a Personal Lines Account Manager to join our La Crosse office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients. Qualified candidates will be licensed and have 3+ years of personal lines experience.
</div><h2 class="jobSectionHeader">Benefits</h2><div>
Paid Time Off (PTO) 
Health Insurance 
Dental Insurance 
Vision Insurance 
Life Insurance 
Disability Insurance 
Hands on Training 
Tuition Reimbursement 
Mon-Fri Schedule 
Career Growth Opportunities 
Retirement Plan 
Evenings Off 
</div><h2 class="jobSectionHeader">
Requirements</h2><div>
Required Knowledge and Skills
 Knowledge of insurance products, rating, and underwriting procedures
 Practical knowledge of quoting process and tools
 Excellent verbal and written communication skills
 Strong analytical thinking, business acumen, and organizational skills
 Proficient computer skills including the ability to document and access information
 Ability to follow existing processes, procedures, and verbal instruction
 Ability to manage multiple priorities, accurately, efficiently, and independently
 Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
 Valid WI driver's license and acceptable driving history
 Current licensure or ability to obtain a Property &amp; Casualty Resident Intermediary granted by the State of Wisconsin</div> 

<h2 class="jobSectionHeader">Responsibilities</h2><div>
 Prepares submissions and markets new/renewal business to appropriate carriers
 Responds to all day-to-day inquiries and service issues for assigned clients
 Provides coverage recommendations and collects exposures from clients and prospects
 Maintains agency management system with up-to-date and accurate information
 Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
 Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
 Quotes, analyzes, compares, and recommends coverage options for clients
 Manages renewal timeline to ensure timely execution of client decisions
 Prepares summaries of insurance, renewals, schedules, and proposals
 Reviews client contracts and policies for accuracy
 Supports Agents with new and renewal business presentations as needed
 Builds and maintains strong customer relationships through pro-active communication
 Communicates and educates clients on latest industry trends, issues, and changes
 Attends client meetings as required</div><h2 class="jobSectionHeader">
About Us</h2><div>
Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, offering personal, commercial, and employee benefits insurance services. Our agency was founded on a simple philosophy of hard work, loyalty and aggressive representation. With 19 locations throughout Wisconsin, the Spectrum team is made up of highly-regarded sales and service representatives.</div></div>

Account Manager - Personal Lines

Vermont Mutual Insurance Group

<div>JOB SUMMARY
The Customer Experience Representative will be instrumental in delivering outstanding support and assistance to agents, insureds, mortgage companies or any external or internal customer. This position encompasses a blend of clerical and technical accounting and underwriting tasks, including processing insurance policy payments, reconciling accounts, and addressing billing inquiries via phone and email. The role involves handling specific policy tasks and responding to general underwriting queries to support the underwriting department effectively.<h3 class="jobSectionHeader"> 
DUTIES &amp; RESPONSIBLITIES</h3><ul><li>
Perform various clerical accounting tasks associated with primary accounting functions; processing payments, waiving fees, payment transfer, etc.</li><li>
Deliver exceptional customer service via phone and email, addressing a diverse range of inquiries promptly and professionally.</li><li>
Assist agents encountering payment issues, system challenges, or questions.</li><li>
Review policy endorsements referred for completeness and risk acceptability; acquire additional information as necessary.</li><li>
Generate and utilize system-generated reports efficiently.</li><li>
Prepare reports, letters, and accounting forms using Microsoft Word, Document Manager, and Excel.</li><li>
Process financial data accurately within accounting software.</li><li>
Organize and maintain files as required.</li><li>
Performs other duties or special projects as required or assigned.</li></ul><h3 class="jobSectionHeader"> 
SUPERVISION RECEIVED</h3>
Moderate supervision is received from the Customer Experience Manager 
QUALIFICATIONS<ul><li>
Associates Degree plus one or more years of relevant experience, or a combination of education and experience from which comparable knowledge and skills are required.</li><li>
Basic bookkeeping and/or accounting knowledge and skills including completed courses desirable.</li><li>
Strong math skills.</li><li>
Previous insurance industry experience helpful.</li><li>
Customer service oriented.</li><li>
Prior telephone customer service experience preferred.</li><li>
Familiarity with computerized accounting systems and various software.</li><li>
Proficient typing/data entry and other general clerical skills.</li><li>
Ability to work effectively and cooperatively with a variety of company personnel, agents, insureds and others outside of the company.</li><li>
Excellent with PC applications, including Microsoft Outlook, Word and Excel.</li></ul> 
PHYSICAL DEMANDS/WORKING CONDITIONS<ul><li>
Hybrid work (50% in the office and 50% remote) is typically available with scheduling outlined by manager and if remote work environment and connectivity meet company requirements</li><li>
Predominantly sedentary office position in a professional setting with high frequency of keyboarding/computer work and phone use.</li><li>
The physical demands are minimal and typical of similar jobs in comparable organizations.</li><li>
The work environment is representative and typical of similar jobs in comparable organizations.</li></ul> 
The salary range reflected is a good faith estimate of base pay for the position. In addition to base salary, this role is incentive compensation and benefits eligible, and individual salary will ultimately be determined based on individual experience, skills, qualifications and geographic location.</div>

Customer Experience Representative I

Encova Insurance

<div>The salary range for this job posting is $35,037.00 - $56,059.00 annually + bonus + benefits. Pay Type: Hourly
The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process.
This role can work a hybrid or a full time schedule in our Charleston, WV office or work from home in any of our listed payroll states and report to the Manager, Engagement Center.
Are you a Referral?
If you know a current Encova Insurance associate and would like to apply as a referral, please encourage them to submit your referral information before you submit your application. You will receive an email with a direct URL link to the Job Posting of interest. Applying through this URL link will create your referral relationship for our Talent Acquisition Team.
Unique residence requirements are listed in each job posting, please review closely for details.
Encova is only able to employ associates who reside and work within specific U.S. states. Our current policies are based on the laws in states in which we are registered for payroll. Our current footprint includes:
Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin.
JOB OBJECTIVE:
The Engagement Center Representative provides general or specific information to customers regarding claims, medical billing or policy related questions via telephone, email or chat interactions regarding Workers&rsquo; Compensation, Commercial and Personal Lines insurance.
ESSENTIAL FUNCTIONS:
Provides general or specific information to customers regarding claims, medical billing or policy related questions via telephone, email or chat interactions Analyzes information received from the customer, triages facts to determine what is being requested, and determines what action is to be taken Interact with other associates across the organization to answer questions, provide support or assist in problem resolution for customers and agents. Creates certificates of insurance for policyholders Enters or updates specific claim, policy and/or customer data into computer system Researches medical bill coding issues or pharmacy related issues Provide support to customers and agents while using the Encova Edge Portal Take payments from customers or assists customers with online payment portal
OTHER FUNCTIONS:
Other functions as needed
KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>
Ability to provide excellent customer service to both external and internal customers</li><li>
Ability to work as a team member and perform based on established standards and expectations</li><li>
Ability to multi-task</li><li>
Must be detail-oriented</li><li>
Excellent written and oral communication skills</li><li>
Experience with Microsoft Products</li><li>
Utilize critical thinking skills</li><li>
Ability to work proficiently in multiple systems</li><li>
Ability to consistently exercise sound judgment</li><li>
Ability to effectively analyze and apply information</li><li>
High school diploma or equivalent required</li><li>
One year of previous full-time experience in customer service preferred, insurance experience within multi-line industry preferred</li></ul>
This position has been evaluated in accordance with the Americans with Disabilities Act. Encova Insurance makes every effort to reasonably accommodate disabilities to permit performance of the essential functions and candidates who need such accommodation are encouraged to seek it. This description reflects the nature and level of work performed by associates in this position. It is not an all-inclusive inventory of duties, responsibilities and qualifications required. It provides an accurate overview of the work and skills needed to perform this position. Because job content may change from time to time, Encova Insurance reserves the right to add and/or delete functions from this job as it deems necessary for business reasons.
Ready to join our team? 
At Encova Insurance, we firmly believe that our associates drive our company's success by delivering unrivaled service to our customers. With success in mind, we make an ongoing effort to provide an environment that offers challenging, stimulating, and financially rewarding opportunities. Join us to discover a work experience where you can learn and grow to your fullest potential.
What you can expect from us
In addition to a competitive compensation package, we offer a comprehensive benefits package designed to support the well-being and growth of our associates. Available benefits (subject to any policy or plan changes) include, but are not limited to:<ul><li>
Health, Dental &amp; Vision Insurance</li><li>
Company-provided life and income protection plans</li><li>
Eligibility to participate in a company incentive bonus program</li><li>
401(k) Retirement Plan - 100% company match up to 7% on annual salary</li><li>
Paid Time Off, Paid Holidays, and Floating Holidays</li><li>
Flexible Work Arrangements - Hybrid and remote depending on the role</li></ul>
We believe that happy, healthy associates are the foundation of great work. Join us and thrive both professionally and personally.
Encova Insurance is an EOE/E-Verify employer.
#LI-Remote#LI-MF1</div>

Engagement Center Representative

Bupa

<div>Job Description:
Customer Service Adviser
Bupa Global, PO Box 5209, Dubai, United Arab Emirates
Full Time Permanent - 40 hours per week
Hybrid Working (2 days a week in the office)
Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.
Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.
Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with OIC), Egypt and Hong Kong (China) as well as regional offices in mainland China, Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.
Role Overview
We are looking to add Customer focused representatives to join our telephone based servicing team. These roles join a dedicated customer team within our partner in Dubai.
We service our customer globally around the clock. We ask that you be able to work 8 hour shifts (40 hours a week) between 08:00 - 20:00 including occasional weekends and public holidays.
We make health happen:
<ul><li>Support customers with their enquiries about their policies</li><li>
Member correspondence either by phone or by writing following appropriate investigation, in line with policy</li><li>
Make changes to memberships according to policies</li><li>
Reissuing and tracking members' documents</li><li>
Making manual collections from customers' credit cards</li><li>
Deal with billing inquiries</li><li>
Raising manual credit notes and invoices when needed</li><li>
Issue payment receipts for members and group payments</li><li>
Deal with providers (Brokers) that may have any queries
</li><li>Take responsibility for ensuring that the system records are accurate and up to date</li><li>
Ensuring members' contact details are up to date
</li><li>Provide support to other internal Departments to overcome cultural and language barriers</li><li>
Coordinate with Service Partners to set medical treatments up</li><li>
Handle members complaints and investigate</li>
</ul>What you will need:<ul><li>
Previous training in a medical environment</li><li>
Previous experience within Health Insurance experience within the UAE is essential.</li><li>
Understanding of UAE Health Insurance regulations</li><li>
Able to demonstrate a focus on excellent customer service within an insurance setting</li><li>
Experience in working with procedures</li><li>
Excellent interpersonal, communication and influencing skills are required with emphasis on achieving results and successful outcomes.</li><li>
Must have excellent verbal and written (English)</li><li>
Be able to work 8 hour shifts between 08:00 - 20:00 including al weekends and public holidays.</li>
</ul>Why Bupa?
We're a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose - helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.
We encourage all of our people to &rdquo;Be you at Bupa&rdquo;, we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That's why we especially encourage applications from people with diverse backgrounds and experiences.
Bupa takes pride in being a Level 2 Disability Confident Employer and will aim to offer an interview/assessment to disabled applicants who best meet the minimum criteria for the role. We're committed to ensuring you're treated fairly during the recruitment process and offer reasonable adjustments to anyone who may benefit from accommodations to the recruitment process.
If you require information regarding this role in an alternative format, please email: careers@bupa.com
Time Type:
Full time
Job Area:
Call Centre
Locations:
Dubai - OIC</div>
 
Gym membership, Additional leave, Referral programme, Employee mentoring programme, Financial planning services, Cycle to work scheme, Private dental insurance, Private medical insurance, Health &amp; wellbeing programme, Company pension, Free flu jabs, Paid volunteer time

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