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Insurance Customer Service Representative Resume Samples
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0-5 years of experience
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.
6-10 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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
6-10 years of experience
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.
6-10 years of experience
Quickly and effectively resolving customer questions and challenges with billing and claims process.
- Daily calls to clients to ensure prompt payments.
- Issue/order binders, evidence of insurance, and certificates of insurance as requested.
- Focus on sales to create new business and retain existing accounts to facilitate retention and company growth.
- Maintained quality control satisfaction records
- Actively seeking new ways to improve customer service.
0-5 years of experience
- Responded to inquiries, performed account updates per client requests and resolved customer's concerns.
- Answered incoming calls from clients, worked with financially sensitive information, authenticated callers.
- Serviced and processes transactions for life insurance policies (loan disbursements, policy reinstatements, etc.).
- Received competitive Exceptional Customer Service Award within weeks on the job, scored 100/100 on the first quality assessment.
10+ years of experience
- Assisted in transferring customer database to an updated on-line system resulting in a more proficient working environment
- Aided in on-line training to make quoting & issuing policies a quicker and easier process
- Organized files for more efficient use
- Used organizational skills & multi-tasking ability to keep up with daily assignments
- Used communication skills to resolve customer service issues
0-5 years of experience
Utilized company payment methods in order to obtain credit card and utility bill payments from customers via phone.
- Monitored incoming payments processed through company platform.
- Successfully & professionally handled current Employee Insurance enrollments.
- Attended training programs for all aspects of workplace performance and professional development.
0-5 years of experience
Received insurance claims made by customers/employees and input data into the computer system quickly/efficiently
- Constantly analyzing customers claims, issues or needs in order to be effective with customers while problem solving, being a detective, building and documenting cases
- Counseling business associates how to identify what services best meet customers' needs
- Utilize my empowerment to deliver an appropriate solution that is within policy and procedure
- Investigate claims filed by making outbound calls to different business associates
10+ years of experience
Review, scan and process applications for all life insurance products. Including new applications, contract changes, and informal inquiries.
- Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters. Including scheduling client's medical exams.
- Provide excellent customer service daily to agents, clients, and agency field management either over the phone, at the service counter, or through electronic communication.
- Maintain records of all transactions in Management System to ensure proper expedition of placing life insurance products.
- Offer support to other members of service team.
- Maintain confidentiality of organization data and customer information.
0-5 years of experience
- Assisted customers with billing and coverage selections
- Underwrote policies for loss prevention
- Receiving and processing on average, 60 plus call per day while meeting performance goals.
- Working with each customer based upon individual situations and needs
- Multiple recognitions for performance and customer service by both my Management and Customers
- Selected to coach team members on up sales
0-5 years of experience
Received inbound calls within the call center
- Applied basic computer skills such as typing and navigation of screens
- Handled prescription and insurance claims
- Completed customers application and PPG/PCP Transfers
0-5 years of experience
- Provided information for customer inquiries.
- Directed inbound calls and monitored call traffic.
- Maintained documentation of customer records.
0-5 years of experience
- Answered incoming calls
- Assisted clients with questions and concerns regarding policy benefits
- Entered information regarding the policies and policyholders
- Received and applied premiums to accounts.
0-5 years of experience
- Advised policy holders of alterations or increases to their policies.
- Navigated numerous computer programs while remaining calm during times of high call volume.
- Responsible for outbound calls informing customers of policy cancellations for non-payment.
- Saved irate customers by offering beneficial discounts.
0-5 years of experience
- Served as telephone receptionist for 2 agents
- Ordered supplies for office
- Prepared bank statements and made daily deposits
- Processed payments and answered billing inquiries
6-10 years of experience
- Review new and renewing policies for commercial line clients
- Recommend changes to policies verification of information provided
- Maintain relationships with agents, insurance carriers, and clients
- Utilize Applied and Real Time database systems
- Licensed for Property and Casualty insurance in Minnesota and Wisconsin
- Maintain confidential client information
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