Job Description

P&C Service Representative

Job Summary

Seeking a dedicated and customer-focused P&C Service Representative to join a team. This role involves building and maintaining strong relationships with clients, ensuring their insurance needs are fulfilled with a high level of professionalism and care. The ideal candidate has exceptional communication skills, is detail-oriented, and adopts a proactive approach to problem-solving. This position is ideal for someone who thrives in a collaborative environment and is passionate about delivering exceptional service.

Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries and resolving issues related to Property & Casualty insurance policies.


• Build lasting relationships with clients by understanding their unique needs and proactively offering tailored solutions.


• Manage and retain a portfolio of client accounts, ensuring timely renewals and identifying opportunities for upselling or cross-selling additional products or services.


• Provide exceptional customer service by promptly responding to inquiries via phone, email, or in-person meetings.


• Collaborate closely with underwriters and other internal teams to ensure seamless service delivery and client satisfaction.


• Assist clients in claims reporting and follow-up on the status of claims to ensure a satisfactory resolution.


• Stay updated on industry trends, policy changes, and compliance regulations to effectively guide clients.


• Maintain accurate and organized client records, including policy details, communications, and updates in the system.


• Proactively address client concerns, resolve complaints, and ensure a positive client experience.


• Support team initiatives and contribute to the overall success of the department.

Qualifications/Requirements

• Proven experience as an Account Manager, Customer Service Representative, or similar role, preferably in the insurance industry with a focus on Property & Casualty.


• Strong understanding of P&C insurance products and services is a plus.


• Holds an active P&C (Property and Casualty) insurance license.


• Excellent communication and interpersonal skills to build rapport with clients and team members.


• Strong organizational skills with keen attention to detail and the ability to manage multiple tasks and deadlines.


• Problem-solving mindset with the ability to handle conflicts or challenging client situations effectively.


• Proficient in using CRM software and other relevant tools.


• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).


• Demonstrated ability to work independently and as part of a team.


• High ethical standards and integrity in handling confidential client information.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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