Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverage’s, policy changes, transfers, claim submission procedures and status, rates, billing clarification, payment plans and procedures, and make referrals for marketing opportunities as appropriate.
Prepare forms, policies and endorsements when required.
Provide service to the public and policyholders in a pleasant and courteous manner.
As directed by the agent, work with agent’s computer system to update information in customer databases.
Contact prospects and current policyholders for appointments.
Meet customer service goals and assist with marketing goals.