Job Brief
As a Policyholder Information Clerk, you will serve as a vital point of contact for customers, delivering essential information regarding insurance products and services. You will interact with policyholders to address routine inquiries, provide scripted responses, and assist in resolving general complaints. The ideal candidate will possess excellent communication skills, customer service experience, and a strong attention to detail, ensuring a positive experience for all clients.
Responsibilities
- Respond promptly to customer inquiries regarding policy details, coverage options, and claims processes.
- Provide accurate and scripted information to policyholders, ensuring clarity and understanding.
- Assist in resolving customer complaints and issues, escalating as necessary for further action.
- Maintain accurate records of customer interactions and transactions for quality assurance purposes.
- Collaborate with other departments to ensure seamless communication and customer service delivery.
- Stay updated on product knowledge and policy changes to provide relevant information to customers.
- Utilize customer relationship management (CRM) software to track interactions and follow up on outstanding inquiries.
Requirements
- High school diploma or equivalent; additional education in customer service or business is a plus.
- Proven experience in a customer service role, preferably in the insurance or financial services industry.
- Strong verbal and written communication skills, with the ability to convey information clearly.
- Proficiency in using CRM software and Microsoft Office Suite.
- Excellent problem-solving skills and the ability to handle customer complaints professionally.
- Detail-oriented with strong organizational skills to manage multiple inquiries efficiently.
- Ability to work independently and as part of a team in a fast-paced environment.
Similar Job Titles
- Insurance Customer Service Representative
- Policy Administration Clerk
- Claims Support Specialist
- Customer Service Associate
- Insurance Information Specialist
- Policyholder Support Agent
- Client Services Representative
- Insurance Service Coordinator
