Customer Service Representative - Insurance Specialist

Please contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Bhupendra Chopade at email address Bhupendra.Chopade@ can be reached on # 630-576-1937. We have Contract role Customer Service Representative - Insurance Specialist for our client at Fort Washington PA . Please let me know if you or any of your friends would be interested in this position. Position Details: Customer Service Representative - Insurance Specialist - Fort Washington PA Location : Fort Washington PA 19034 Project Duration : 6+ months' Contract Job Summary Insurance Specialist will provide support to Aons client customers. They provide coverage and program details, answers to various insurance questions relating to umbrella insurance and provide follow-up correspondence. This is an essential position with on-site manual fulfillment, invoicing functions, transaction processing, and call center support. Additional daily activities include: Respond promptly and professionally to incoming telephone calls, chats, and tickets. Assist with order problems, exchanges, edits, and tracking. Develop a knowledge of insurance products, services, etc. and effectively convey this information to customers. Understand and resolve compliance issues in accordance with policies and procedures. Be an active team member and support overall teamwork and morale. Adhere to all established procedures, policies, and safety rules. Maintain established performance levels. Superb customer service skills and professionalism with a strong ability to diffuse customer concerns. Evaluate individual customers needs and propose additional insurance products based on personal and business needs. Reconcile client payments against the policy administration system. Maintains customer records by updating account or policy information. Required Experience: Three to five years of experience in personal insurance background working with umbrella coverages. Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions relating to personal lines of umbrella coverage. Prior experience working in a call center environment. Demonstrated skills and abilities to be purposeful and solve complex issues. Experience with CRM- Customer Relationship Management System preferred. Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customers needs. Ability to identify process efficiencies and manage daily activities in a thorough and accurate fashion. Education: College degree preferred or equivalent years of industry experience and high school diploma.

Created: 2025-05-24