Insurance Customer Service Representative Resume Samples
4.5
(107 votes) for
Insurance Customer Service Representative Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the insurance customer service representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
RE
R Eichmann
Rogelio
Eichmann
87127 Avis Mill
Chicago
IL
+1 (555) 116 9030
87127 Avis Mill
Chicago
IL
Phone
p
+1 (555) 116 9030
Experience
Experience
Los Angeles, CA
Insurance Customer Service Representative
Los Angeles, CA
Koss and Sons
Los Angeles, CA
Insurance Customer Service Representative
- Continually promotes team atmosphere and development
- Review and process change requests in the agency management system
- Create and maintain hard copy and electronic files
- Create Binder, Policy and Endorsement letters
- Knowledge of business English, punctuation, spelling, and other office procedures
- Independently carry out specific assignments and tasks
- Resolve accounting discrepancies
Dallas, TX
Travel Insurance Customer Service Representative Summer
Dallas, TX
Bauch-Will
Dallas, TX
Travel Insurance Customer Service Representative Summer
- Develop new relationships and deepen existing ones
- Connect with clients over the phone to provide complete insurance advice and spot potential sales and referral opportunities
- You will better understand each client’s situation, so you can recommend the RBC Insurance solutions that work best for them
- Function autonomously with support of all facets of product line growth and development
- May provide agency and internal support on information input processes
- Create and deliver certificates of insurance
- Provides professional and timely phone support through the active use of the A.C.D. phone system
present
Phoenix, AZ
Licensed Healthcare Insurance Customer Service Representative
Phoenix, AZ
Cormier, Gutkowski and Leffler
present
Phoenix, AZ
Licensed Healthcare Insurance Customer Service Representative
present
- Working knowledge of Microsoft Office programs
- A proven team player
- Hold (or obtain) a Colorado Health Insurance Producers License
- Within established timeframe, provide phone requested quotes to customers/agents for changes to existing lines or products
- Develop familiarity with all forms and paperwork including their intent and purpose
- Within established time frame, provide phone requested quotes to customers/agents for changes to existing lines or products
- Handle special projects/other related assignments as delegated by Team Manager
Education
Education
Bachelor’s Degree
Bachelor’s Degree
Howard University
Bachelor’s Degree
Skills
Skills
- Remains knowledgeable of office procedures, particularly those related to customer service
- Provides professional and timely phone support through the active use of the A.C.D. phone system
- Ensures that all quotations are documented and produced in a timely and professional manner
- Ability to work with various Microsoft software products necessary to perform the job satisfactorily
- Ability to work well with others, being a team player
- Strong organizational skills
- Basic math and analytical skills
- Ability to handle multiple tasks using sound judgment and resourcefulness in a fast paced environment
- Knowledge of business English, punctuation, spelling, and other office procedures
- Ability to work well with others and provide assistance cooperatively and courteously
8 Insurance Customer Service Representative resume templates
Read our complete resume writing guides
1
Travel Insurance Customer Service Representative Summer Resume Examples & Samples
- Connect with clients over the phone to provide complete insurance advice and spot potential sales and referral opportunities
- Develop new relationships and deepen existing ones
- You will better understand each client’s situation, so you can recommend the RBC Insurance solutions that work best for them
2
P&C Insurance Customer Service Representative Resume Examples & Samples
- Records call on account history record with results of the inquiry; initiates required confirmation without direct supervision. Researches customer inquiries and responds to appropriate parties in a timely manner
- Processes calls in a manner that ensures service level agreements (SLAs) are met or exceeded. Records calls, processes requests and updates account history with results of inquiry to include proper documentation
- Interfaces with team members, management, and customers in reference to customer service issues
- Reviews client reports on a weekly basis to ensure data integrity; prepares and submits report to management
- Two or more years of customer service or other telephone experience
- Experience working with computer software, and telephone technology
- Insurance experience required, preferably with an insurance agency or direct carrier
- Experience in homeowners insurance preferred
- Excellent listening/communication skills (both oral and written)
- Ability to work independently and effectively in a fast paced, high volume call center
- Strong attention to detail and good decision making skills
- Good personal computer skills, including proficiency in keyboard skills
- English required, bi-lingual Spanish a plus
3
P&C Insurance Customer Service Representative Resume Examples & Samples
- Processes and distributes incoming and outgoing mail for multiple clients in accordance with established service level agreements
- Performs data entry and matches documents to appropriate accounts to ensure up to date and accurate information
- Experience working with fax machines, computer software, and telephone technology
- Experience working with and skilled in the use of help desk software
- Ability to follow oral and written directions
4
Auto Insurance Customer Service Representative Resume Examples & Samples
- Answers telephones and responds to basic customer questions and/or forwards call to appropriate personnel
- Records call on account history record with results of the inquiry; initiates required confirmation without direct supervision. Researches customer inquiries and responds to appropriate parties in a timely manner
- Processes customer requests by sending faxes, returning telephone messages, sending mail documents, or using other related communication
- Processes calls in a manner that ensures service level agreements (SLAs) are met or exceeded. Records calls, processes requests and updates account history with results of inquiry to include proper documentation
- Processes and distributes incoming and outgoing mail for multiple clients in accordance with established service level agreements
- Performs data entry and matches documents to appropriate accounts to ensure up to date and accurate information
- Interfaces with team members, management, and customers in reference to customer service issues
- Reviews client reports on a weekly basis to ensure data integrity; prepares and submits report to management
- Reviews and recommends modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions
- High school diploma or G.E.D
- Two or more years of customer service or other telephone experience
- Experience working with organizational functions and personnel
- Experience working with fax machines, computer software, and telephone technology
- Experience working with and skilled in the use of help desk software
- Business and analytical problem solving skills
- Communication skills
- Ability to follow oral and written directions
5
P&C Insurance Customer Service Representative Resume Examples & Samples
- Answers telephones and responds to moderately complex customer questions and/or forwards call to appropriate personnel
- Researches customer inquiries and responds to appropriate parties in a timely manner
- Records calls, processes requests and updates account history with results of inquiry to include proper documentation
- Performs data entry and matches documents to appropriate accounts to verify up to date and accurate information
- Interfaces with team personnel, management, and customers in reference to customer service issues
- Monitors daily transactions to ensure policy and procedures are in accordance with service level agreement
- Five or more years of customer service or other telephone experience
6
Insurance Customer Service Representative Resume Examples & Samples
- Provides professional and timely phone support through the active use of the A.C.D. phone system
- Evaluates and markets all potential clients, including proper underwriting of risk
- Ensures that all quotations are documented and produced in a timely and professional manner
- Resolves routine customer problems independently and efficiently
- Monitors all client transactions, and advises insurers of any changes to the Insured’s policy
- Ensures no gaps in coverage exist and promotes new products or endorsements when possible
- Remains knowledgeable of office procedures, particularly those related to customer service
- Refers prospective clients to appropriate business unit, cross-sells whenever possible
- Continually promotes team atmosphere and development
- Other miscellaneous administrative and clerical functions as required
- General High School education
- Typically has at least 5 years’ experience in commercial insurance
- Brokers license required, and enrollment in other insurance courses
- Excellent communication skills required, both verbal and written
- Exhibits personal characteristics appropriate for dealing with unhappy or angry customers
- Ability to work with various software products necessary to perform job satisfactorily
- Knowledge of business English, punctuation, spelling, and other office procedures
- Ability to read, understand, and process tasks by written and oral instructions
- Independently carry out assignments
- Ability to work well with others and provide assistance cooperatively and courteously
7
Insurance Customer Service Representative Resume Examples & Samples
- Issue Certificates of Insurance
- Arrange Premium Finance Contracts
- Create and maintain hard copy and electronic files
- Diarize and follow up on abeyances
- Issue Invoice Requisitions
- Create Binder, Policy and Endorsement letters
- Prepare presentations (binders, tabs, cover pages, etc.)
- Issuing automobile “pink cards”
- Resolve accounting discrepancies
- Word processing and data entry into Microsoft Office programs
- Photocopying and scanning documents (particularly policies)
- Periodic reception relief, if required
- Typically has 1-2 years’ experience in commercial insurance
- Level 1 license
- Candidate must enjoy a dynamic, changing and high paced working environment
- Possesses effective verbal and written communication skills
- Ability to work well with others, being a team player
- Independently carry out specific assignments and tasks
- Ability to work with various Microsoft software products necessary to perform the job satisfactorily
8
Insurance Customer Service Representative Resume Examples & Samples
- Counsel customers/agents on underwriting eligibility and policy coverage and/or options
- Within established time frame, provide phone requested quotes to customers/agents for changes to existing lines or products
- Upgrade coverage and sell new coverage/products to existing customers as appropriate
- Review phone requested cancellations and reinstatements and make appropriate decisions to resolve
- Resolve customer service related complaints and process complex customer calls, answer customer/agent policy and billing inquiries
- Handle special projects/other related assignments as delegated by Team Manager
- Basic math and analytical skills
- Prior insurance experience
- *16-18 weeks of paid training required with no time off***
9
Insurance Customer Service Representative Resume Examples & Samples
- Provides trusted support to internal and external clients
- Delivers consistent responses to all incoming communications, phone calls, email, mail, memos and faxes
- Communicates with clients and producers on updates, changes and corrections to policies
- Updates AMS360 and carrier sites with accurate information
- Acts as liaison with Quality Control to rectify any inconsistencies
10
Licensed Healthcare Insurance Customer Service Representative Resume Examples & Samples
- College degree or equivalent experience
- Must have three or more years’ experience selling health insurance products to individual and/or employer markets. Small employer experience is a plus
- Working knowledge of Microsoft Office programs
- Strong verbal and written communication skills are required
- Ability to work flexible work schedules
- A proven team player
- Bilingual skills are a plus
- Hold (or obtain) a Colorado Health Insurance Producers License
11
Insurance Customer Service Representative Resume Examples & Samples
- Serve as strategic resource in the advancement of clearly defined product line objectives
- Function autonomously with support of all facets of product line growth and development
- Serve the needs of internal & external clients
- Enter data as required by insurance company automation systems
- Create and deliver certificates of insurance
- Develop familiarity with all forms and paperwork including their intent and purpose
- Review and process change requests in the agency management system
- Check policies and endorsements for completeness and accuracy
- Input/maintain data on account management system and ancillary systems and required
- Serve as "back-up" for other Product Line CSRs on an occasional/as-needed basis
- High School Diploma, degree preferred
- 2-yrs customer service/administrative work, 3+ yrs of insurance industry experience preferred
- Obtain P&C and/or L&H license within 60 days of employment
- Strong understanding of business concepts & operations
