Customer Service Representative - Insurance & Accounting
Budget: $15 – $25 USD
Process customer policy change requests.
Policy reviews
Handle all incoming claim calls from customers.
Complete Evidence of Insurance requests.
Immediately greet all customers, entering the office, in a friendly and helpful manner.
Take premium payments from customers.
Thoroughly understand and follow all underwriting, rating and compliance requirements.
Generating insurance quotes.
Provide exceptional customer service.
Claims follow up calls.
Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems
Presents and explains insurance policy options based upon prospective client needs and their personal goals
Work with QuickBooks, post entries, reconcile accounts and prepare reports.
Process client payroll transactions and prepare reports.
Policy reviews
Handle all incoming claim calls from customers.
Complete Evidence of Insurance requests.
Immediately greet all customers, entering the office, in a friendly and helpful manner.
Take premium payments from customers.
Thoroughly understand and follow all underwriting, rating and compliance requirements.
Generating insurance quotes.
Provide exceptional customer service.
Claims follow up calls.
Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems
Presents and explains insurance policy options based upon prospective client needs and their personal goals
Work with QuickBooks, post entries, reconcile accounts and prepare reports.
Process client payroll transactions and prepare reports.