Insurance Service Representative - Life & Health

Role Overview

The Customer Service Representative (CSR) is responsible for providing outstanding service to insureds, carriers, and partners. This involves effectively responding to inquiries and resolving issues related to insurance coverage, claims, billing, and general account information.

Responsibilities

• Respond promptly and professionally to customer inquiries via various communication channels.
• Investigate and resolve issues concerning coverage, claims, billing, and account discrepancies.
• Provide clear and accurate information to insureds, carriers, and partners.
• Maintain detailed records of customer interactions and resolutions.
• Collaborate with internal teams to ensure efficient issue resolution.
• Identify opportunities to improve customer service processes and customer satisfaction.