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Insurance Customer Service Representative Resume Samples
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0-5 years of experience
Provided customer service by updating, cancelling, rewriting, adding coverage and explaining current coverage’s.
- Led company in promoting marketing for new business.
- Performed 90% frontline underwriting for all new business for 25 different companies.
- Produced and reconciled weekly and monthly reports.
- Solely supported and assisted sales for overall performance and customer service satisfaction.
- Processed applications, endorsements, renewals, and rewrites, cancellations, in and out mail, payments, and various other administrative supports.
6-10 years of experience
Handled inbound calls from policy holders and answered inquiries on policy related issues.
- Promoted and sold all other products offered by [company name].
- Ensured proper placements of risks.
- Maintained insurance licensing requirements.
- Consulted regularly with team members to achieve set goals.
- Recognized for frequently going above and beyond in the provision of customer service.
0-5 years of experience
Handled insurance claims and billing for all customers
- Collaborated with Insurance managers to create strategic plans to enhance payment schedule for billing to clients
- Coordinated with other departments to assist, clarify and distribute reports
- Gathered data and analyzed reports on customer contacts and statistics
- Made meaningful suggestions to improve customer satisfaction ratings
- Suggested and modified reporting procedures to improve inter-department communication
0-5 years of experience
Sought quotes from carriers and wholesalers for commercial and personal insurance policies such as General Liability, Auto, Property and Workers Compensation.
- Reported and followed up on claims
- Supported clients during audits and inspections
- Guided and helped clients implement inspection recommendations
- Generated certificates and binders for clients
- Maintained online client database and office files
0-5 years of experience
Tracked various types of insurance policies for businesses and individuals, including automobile, fire, life, property, and medical malpractice.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
- Monitored insurance claims to ensure they are settled equitably for both the client and the insurer.
- Attended meetings seminars and programs, learned about new products and services, learned new skills to be more efficient.
0-5 years of experience
Effectively, solved complex underwriting problems
- Assisted policyholders in the maintenance and service of their policies.
- Provided advice and processed policy changes.
- Ensured all corporate documents contained no errors and submitted on before deadline.
- Preformed regular audits on corporate documents in order to ensure that all documents are accurate
- Established and maintained effective relationships with co-workers, supervisors and the general public.
- Maintained regular consistent and professional attendance, punctuality, personal appearance, and adherence.
0-5 years of experience
Researched and analyzed financial histories
- Verified employment backgrounds
- Gathered and reported telephone based applicant information
- Consistently worked with and assisted team in meeting departments monthly budget quota
- Working with customers to resolve credit reporting discrepancies
- Identified and worked with customers on delinquent accounts
- Perform miscellaneous job related duties as assigned
0-5 years of experience
Set up one-on-one and B2B meetings with prospects and current customers to grow business
- Field incoming calls to service current customer policies and cross-sell to increase retention
- Make outbound calls to review customer’s current policies in order to perform a needs analysis
- Recognized for exceeding monthly sales goals
0-5 years of experience
Corresponded with current customers or agents to obtain and/or relay information regarding account status or changes
- Organized and maintained electronic policyholder records
- Reviewed and verified information on insurance applications and policies
- Identify customer events and needs to modify, update, and process existing policies and claims
- Notified insurance agent and accounting department of policy cancellations
- Examined and edited letters from policyholders and/or agents, insurance applications, and other company documents
- Verified information on applications for policy reinstatement and approval eligibility
- Obtain proof of policy cancellations per customer request
- Utilized knowledge of products to assist new and existing customers with product acquisition
6-10 years of experience
Explained group and individual health insurance features and quotes to clients
- Mailed, faxed or emailed benefit and enrollment materials
- Reviewed enrollment applications for accuracy
- Provided efficient processing of customer policies such as status and coverage changes.
6-10 years of experience
Quickly and effectively resolving customer questions and challenges with billing and claims process.
- Daily calls to clients to ensure prompt payments.
- Issue/order binders, evidence of insurance, and certificates of insurance as requested.
- Focus on sales to create new business and retain existing accounts to facilitate retention and company growth.
- Maintained quality control satisfaction records
- Actively seeking new ways to improve customer service.
0-5 years of experience
- Responded to inquiries, performed account updates per client requests and resolved customer’s concerns.
- Answered incoming calls from clients, worked with financially sensitive information, authenticated callers.
- Serviced and processes transactions for life insurance policies (loan disbursements, policy reinstatements, etc.).
- Received competitive Exceptional Customer Service Award within weeks on the job, scored 100/100 on the first quality assessment.
10+ years of experience
- Assisted in transferring customer database to an updated on-line system resulting in a more proficient working environment
- Aided in on-line training to make quoting & issuing policies a quicker and easier process
- Organized files for more efficient use
- Used organizational skills & multi-tasking ability to keep up with daily assignments
- Used communication skills to resolve customer service issues
0-5 years of experience
Utilized company payment methods in order to obtain credit card and utility bill payments from customers via phone.
- Monitored incoming payments processed through company platform.
- Successfully & professionally handled current Employee Insurance enrollments.
- Attended training programs for all aspects of workplace performance and professional development.
0-5 years of experience
Received insurance claims made by customers/employees and input data into the computer system quickly/efficiently
- Constantly analyzing customers claims, issues or needs in order to be effective with customers while problem solving, being a detective, building and documenting cases
- Counseling business associates how to identify what services best meet customers’ needs
- Utilize my empowerment to deliver an appropriate solution that is within policy and procedure
- Investigate claims filed by making outbound calls to different business associates
10+ years of experience
Review, scan and process applications for all life insurance products. Including new applications, contract changes, and informal inquiries.
- Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters. Including scheduling client’s medical exams.
- Provide excellent customer service daily to agents, clients, and agency field management either over the phone, at the service counter, or through electronic communication.
- Maintain records of all transactions in Management System to ensure proper expedition of placing life insurance products.
- Offer support to other members of service team.
- Maintain confidentiality of organization data and customer information.
0-5 years of experience
- Assisted customers with billing and coverage selections
- Underwrote policies for loss prevention
- Receiving and processing on average, 60 plus call per day while meeting performance goals.
- Working with each customer based upon individual situations and needs
- Multiple recognitions for performance and customer service by both my Management and Customers
- Selected to coach team members on up sales
0-5 years of experience
Received inbound calls within the call center
- Applied basic computer skills such as typing and navigation of screens
- Handled prescription and insurance claims
- Completed customers application and PPG/PCP Transfers
0-5 years of experience
- Provided information for customer inquiries.
- Directed inbound calls and monitored call traffic.
- Maintained documentation of customer records.
0-5 years of experience
- Answered incoming calls
- Assisted clients with questions and concerns regarding policy benefits
- Entered information regarding the policies and policyholders
- Received and applied premiums to accounts.
0-5 years of experience
- Advised policy holders of alterations or increases to their policies.
- Navigated numerous computer programs while remaining calm during times of high call volume.
- Responsible for outbound calls informing customers of policy cancellations for non-payment.
- Saved irate customers by offering beneficial discounts.
0-5 years of experience
- Served as telephone receptionist for 2 agents
- Ordered supplies for office
- Prepared bank statements and made daily deposits
- Processed payments and answered billing inquiries
6-10 years of experience
- Review new and renewing policies for commercial line clients
- Recommend changes to policies verification of information provided
- Maintain relationships with agents, insurance carriers, and clients
- Utilize Applied and Real Time database systems
- Licensed for Property and Casualty insurance in Minnesota and Wisconsin
- Maintain confidential client information
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[Insurance Customer Service Representative]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
