Insurance Customer Service Representative Resume Samples

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Insurance Customer Service Representatives are responsible for offering information and advice to customers signing insurance policies. Common tasks include doing paperwork, answering phone calls, handling mail, recommending claim actions and updating insurance records. Based on our example resumes, candidates for this job should demonstrate customer service skills, communication abilities, accuracy and computer literacy. Insurance Customer Service Representatives come from various educational backgrounds and often display a college degree in their resumes, although formal education is not compulsory.

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1

Insurance Customer Service Representative

Provided customer service by updating, cancelling, rewriting, adding coverage and explaining current coverage's.

  • Led company in promoting marketing for new business.
  • Performed 90% frontline underwriting for all new business for 25 different companies.
  • Produced and reconciled weekly and monthly reports.
  • Solely supported and assisted sales for overall performance and customer service satisfaction.
  • Processed applications, endorsements, renewals, and rewrites, cancellations, in and out mail, payments, and various other administrative supports.
Candidate Info
2
years in
workforce
2
years
at this job
2

Insurance Customer Service Representative

Handled inbound calls from policy holders and answered inquiries on policy related issues.

  • Promoted and sold all other products offered by [company name].
  • Ensured proper placements of risks.
  • Maintained insurance licensing requirements.
  • Consulted regularly with team members to achieve set goals.
  • Recognized for frequently going above and beyond in the provision of customer service.
Candidate Info
6
years in
workforce
6
years
at this job
Business Studies
3

Insurance Customer Service Representative

Handled insurance claims and billing for all customers

  • Collaborated with Insurance managers to create strategic plans to enhance payment schedule for billing to clients
  • Coordinated with other departments to assist, clarify and distribute reports
  • Gathered data and analyzed reports on customer contacts and statistics
  • Made meaningful suggestions to improve customer satisfaction ratings
  • Suggested and modified reporting procedures to improve inter-department communication
Candidate Info
3
years in
workforce
3
years
at this job
C
Certificate
4

Insurance Customer Service Representative

Sought quotes from carriers and wholesalers for commercial and personal insurance policies such as General Liability, Auto, Property and Workers Compensation.

  • Reported and followed up on claims
  • Supported clients during audits and inspections
  • Guided and helped clients implement inspection recommendations
  • Generated certificates and binders for clients
  • Maintained online client database and office files
Candidate Info
12
years in
workforce
2
years
at this job
AS
Humanities And Social Sciences
5

Insurance Customer Service Representative

Tracked various types of insurance policies for businesses and individuals, including automobile, fire, life, property, and medical malpractice.

  • Performed administrative tasks, such as maintaining records and handling policy renewals.
  • Monitored insurance claims to ensure they are settled equitably for both the client and the insurer.
  • Attended meetings seminars and programs, learned about new products and services, learned new skills to be more efficient.
Candidate Info
3
years in
workforce
2
years
at this job
HS
High School Diploma
Voc
Medical Office Management
6

Insurance Customer Service Representative

Effectively, solved complex underwriting problems

  • Assisted policyholders in the maintenance and service of their policies.
  • Provided advice and processed policy changes.
  • Ensured all corporate documents contained no errors and submitted on before deadline.
  • Preformed regular audits on corporate documents in order to ensure that all documents are accurate
  • Established and maintained effective relationships with co-workers, supervisors and the general public.
  • Maintained regular consistent and professional attendance, punctuality, personal appearance, and adherence.
Candidate Info
4
years in
workforce
1
year
at this job
7

Credit Insurance Customer Service Representative

Researched and analyzed financial histories

  • Verified employment backgrounds
  • Gathered and reported telephone based applicant information
  • Consistently worked with and assisted team in meeting departments monthly budget quota
  • Working with customers to resolve credit reporting discrepancies
  • Identified and worked with customers on delinquent accounts
  • Perform miscellaneous job related duties as assigned
Candidate Info
7
years in
workforce
4
years
at this job
8

Insurance Customer Service Representative

Set up one-on-one and B2B meetings with prospects and current customers to grow business

  • Field incoming calls to service current customer policies and cross-sell to increase retention
  • Make outbound calls to review customer's current policies in order to perform a needs analysis
  • Recognized for exceeding monthly sales goals
Candidate Info
9
years in
workforce
3
months
at this job
BS
Biology
9

Insurance Customer Service Representative

Corresponded with current customers or agents to obtain and/or relay information regarding account status or changes

  • Organized and maintained electronic policyholder records
  • Reviewed and verified information on insurance applications and policies
  • Identify customer events and needs to modify, update, and process existing policies and claims
  • Notified insurance agent and accounting department of policy cancellations
  • Examined and edited letters from policyholders and/or agents, insurance applications, and other company documents
  • Verified information on applications for policy reinstatement and approval eligibility
  • Obtain proof of policy cancellations per customer request
  • Utilized knowledge of products to assist new and existing customers with product acquisition
Candidate Info
10
years in
workforce
2
years
at this job
AS
Early Childhood Education
10

Insurance Customer Service Representative

Explained group and individual health insurance features and quotes to clients

  • Mailed, faxed or emailed benefit and enrollment materials
  • Reviewed enrollment applications for accuracy
  • Provided efficient processing of customer policies such as status and coverage changes.
Candidate Info
8
years in
workforce
8
years
at this job
HS
Banking Finance Cert

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