Insurance Customer Service Representative Resume Sample
Work Experience
- Monitors all client transactions, and advises insurers of any changes to the Insured’s policy
- Create Client/Insured profiles and leveling structure
- Enter and maintain Client/Insured account specific information for active and cancelled accounts
- Enter and modify data related to partner contacts and contact information
- Enter and maintain renewals and cancellations
- Enter and maintain: Policy/Coverage, Premium, Carrier, Broker, and Client/Insured data
- Maintain an “Instructions” Library for the Carrier, Client/Insured and Billing
- Upload electronic documents for all policies and set up forms for individual policyholders
- Create and distribute electronic/paper claims kits
- Notify Client Data Services to add client to appropriate exports
- Receive and process request from external and internal partners
- Authorize external user system access requests
- Participate in meetings for potential new and loss business
- Audit policy/coverage information for accuracy
- The Client Configuration Coordinator reports to the Manager or Team Lead of Client Configuration
- Handle inbound/outbound calls, email, chat with customers and potential customers for a new product design
- Focus is on customer service both before and after product sale (including potential claims handling)
- Navigate multiple screens
- Assist the client services by reviewing emails, placing outbound calls, creating and updating excel spreadsheets, and providing general organizational assistance and providing daily feedback to the development team on customer insights
- Constantly providing excellent customer service
- Commercial insurance experience required
- Combined sales and service experience with a strong lean toward the service side of the business
- Experience with reaching sales goals
- Desire to help others in their career
- Customer Service Provide accurate and professional service to policyholders and prospects, including affinity partners, by telephone, mail or e-mail including, but not limited to, the following activities
- Business or relevant military experience required
Education
Professional Skills
- Receive ongoing coaching and feedback to develop your skills and advance your career
- Proven ability to multitask and re-prioritize tasks as needed
- Skills Customer Service (In-depth)
- Effective communication skills - both verbal and non-verbal
- 2+ years of call center, customer service experience
- Multitask, prioritize and stay organized
- Intermediate skill set in Microsoft Outlook, Word and Excel
How to write Insurance Customer Service Representative Resume
Insurance Customer Service Representative role is responsible for government, software, credit, training, insurance, design, health, reliability, general, compliance.
To write great resume for insurance customer service representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Insurance Customer Service Representative Resume
The section contact information is important in your insurance customer service representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Insurance Customer Service Representative Resume
The section work experience is an essential part of your insurance customer service representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance customer service representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance customer service representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Insurance Customer Service Representative resume experience can include:
- Typically has at least 5 years’ experience in commercial insurance
- Typically has 1-2 years’ experience in commercial insurance
- CRM database experience
- Prioritize and organize work tasks
- Explaining invoices and responding to customer inquiries
- Making changes to current policies
Education on an Insurance Customer Service Representative Resume
Make sure to make education a priority on your insurance customer service representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance customer service representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Insurance Customer Service Representative Resume
When listing skills on your insurance customer service representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical insurance customer service representative skills:
- Strong written & oral communication skills
- Excellent organizational, customer service and written/verbal communication skills
- Manage time effectively
- Proven reliability and work ethic verified through work references
- Excellent face-to-face and over the phone customer service
- Strong MS Office knowledge required – Microsoft Outlook, Excel and Word
List of Typical Skills For an Insurance Customer Service Representative Resume
Skills For Licensed Healthcare Insurance Customer Service Representative Resume
- Responding to and resolving client issues and escalating, if required, to Manager, Customer Service
- Working knowledge about direct marketing products, process, policies and practices
- Assisting walk in customers with any questions or concerns
- Upgrading insurance policies based on client requests Activating free coverage based on client requests
- Flexibility to work extended hours including nights, weekends, holidays as needed
- Our GEICO Customer Service Representatives earn an hourly rate starting at $18.36 / hour and average two promotions within the first year
- 16-18 week training required with no time off
Skills For P&C Insurance Customer Service Representative Resume
- Detail oriented and accurate
- Professional in presentation, communication and demeanor
- Professional business dress code required
- Can work successfully with little direction
- Accountabilities Customer Service Policyowner Administration
- Property & Casualty Insurance License required
Skills For Travel Insurance Customer Service Representative Summer Resume
- Speak before groups of customers and employees
- Thrive in a fast paced environment and meet deadlines
- Desire to obtain an insurance license
- Work in a fast paced job environment
- Provide accurate and professional service to policyholders and prospects, including affinity partners, by telephone, mail or e-mail including, but not limited to, the following activities
Skills For Auto Insurance Customer Service Representative Resume
- Answering client inquiries and provide accurate information about BMO Life Assurance direct marketing products Responding to policy information requests from beneficiaries, families of policyholders, funeral directors, government agencies, lawyers and follow established protocols
- Providing policyholders with clarifications regarding their account status and contractual details, including loan and payment histories Addressing challenging clients who do not want to receive any direct mail
- Writing to clients to request additional information not completed on insurance application forms
- Referring reinstatement requests to Underwriting as required Follow established procedures in all communications with clients by phone, e-mail or written to ensure that compliance requirements are met for all scenarios
- Seek, recognize and act upon opportunities to expand business relationships with policyholders and prospects
- Basic knowledge of risk management industry and insurance terminology
- Our GEICO Insurance Customer Service Representatives earn an annual salary of $31,000 - $35,000 / year and average two promotions within the first year
Skills For Insurance Customer Service Representative Resume
- Our GEICO Insurance Customer Service Representatives earn an annual salary of $32,159.40 - $34,174.40 / year and average two promotions within the first year
- Our GEICO Insurance Customer Service Representatives earn an average two promotions within the first year
- Our GEICO Insurance Customer Service Representatives earn an annual salary of $15.28 - $15.88 / hour and average two promotions within the first year
- Our new GEICO Insurance Customer Service Representatives earn $17.00 / hourlyand average two promotions within the first year
- Our GEICO Insurance Customer Service Representatives earn an hourly salary of $17.98 - $18.98/ hr and average two promotions within the first year
- Our GEICO Insurance Customer Service Representatives earn an annual salary of $40,000 - $42,000 / year and average two promotions within the first year
Skills For Licensed Healthcare Insurance Customer Service Representative Resume
- Our GEICO Insurance Customer Service Representatives earn an annual salary of $34,255 / year and average two promotions within the first year
- Our GEICO Insurance Customer Service Representatives earn an annual salary of $32,240-35,464 / year and average two promotions within the first year
- Intermediate to Advanced knowledge of software programs (Outlook, Word, Excel, and PDF) and Internet environments
- Florida 440 or 220 License required
- Technology proficiency in MS Office Suite
- 9800 4th Street N, Suite 109
Skills For P&C Insurance Customer Service Representative Resume
- Policy owner Administration
- Pay is $16+/hour DOE
- Stable & Reputable Company
- Monitor monthly expiration lists and open activities for all assigned accounts
- Maintain up to date customer electronic files in Applied Systems and paper transactional files
- Type 40+ WPM