Customer Service Representative / Loyalty Specialist – Insurance
Web ID: W8058
Classification: Administrative - ClericalCustomer ServiceInsurance
City: Wichita
State: KS
Compensation: $16.00 - $17.00 per hour
Education: High School Diploma or Equivalent
Benefits: Comprehensive Benefits Package
Job Description: Local Insurance Agency seeking a dedicated and customer-focused CSR / Loyalty Specialist in the insurance industry. This role involves engaging with clients to enhance their loyalty experience, providing exceptional customer support, and ensuring client satisfaction. This is a full-time position requiring you to obtain and maintain a KS P&C license within 90 days of employment. Resources and training are provided, as well as reimbursement for the test itself upon passing. As well as eventually a life license, required after one year of employment. Possible hybrid and could lead to commissionable sales position.
Responsibilities
- Manage inbound and outbound calls to assist clients with inquiries related to their insurance policies and loyalty programs.
- Provide exceptional customer service by addressing client needs, resolving issues, and offering tailored solutions.
- Maintain accurate client records through data entry and update information in the CRM system.
- Assist clients with policy details, billing questions, and loyalty program benefits.
- Promote additional products or services that align with client needs to enhance customer retention.
- Handle cash transactions accurately when applicable.
- Follow company protocols, including phone etiquette and professional communication standards.
- Document interactions thoroughly to ensure quality assurance and compliance with company policies.
- Collaborate with team members to improve service delivery and share best practices.
Local Insurance Agency seeking a dedicated and customer-focused CSR / Loyalty Specialist in the insurance industry. This role involves engaging with clients to enhance their loyalty experience, providing exceptional customer support, and ensuring client satisfaction. This is a full-time position requiring you to obtain and maintain a KS P&C license within 90 days of employment. Resources and training are provided, as well as reimbursement for the test itself upon passing. As well as eventually a life license, required after one year of employment. Possible hybrid and could lead to commissionable sales position.
Responsibilities
- Manage inbound and outbound calls to assist clients with inquiries related to their insurance policies and loyalty programs.
- Provide exceptional customer service by addressing client needs, resolving issues, and offering tailored solutions.
- Maintain accurate client records through data entry and update information in the CRM system.
- Assist clients with policy details, billing questions, and loyalty program benefits.
- Promote additional products or services that align with client needs to enhance customer retention.
- Handle cash transactions accurately when applicable.
- Follow company protocols, including phone etiquette and professional communication standards.
- Document interactions thoroughly to ensure quality assurance and compliance with company policies.
- Collaborate with team members to improve service delivery and share best practices.
Job Requirements:
- Kansas P&C license within 90 days of employment. Resources and training are provided, as well as reimbursement for the test itself upon passing.
- Life license, required after a year of employment.
- Customer support experience, preferably with insurance agency or previous experience in a client services role.
- Strong sales aptitude with the ability to identify opportunities for client engagement and upselling.
- Excellent communication skills, both verbal and written, with professional phone etiquette.
- Proficiency in Microsoft Office applications such as Word, Excel, and Outlook; familiarity with CRM systems is a plus.
- Data entry skills with high accuracy and attention to detail.
- Strong analysis skills to interpret client data and provide appropriate solutions.
- Ability to handle cash transactions accurately when required.
- Typing speed and efficiency for quick data entry during calls or interactions.
- Bilingual capabilities (English required; additional languages are advantageous).
Starting at $16 – $17 an hour with an immediate raise when licensing is acquired.
Join our team as a CSR / Loyalty Specialist Insurance to deliver top-tier service that builds lasting client relationships. We value professionalism, effective communication, and a proactive approach to customer satisfaction.
- Kansas P&C license within 90 days of employment. Resources and training are provided, as well as reimbursement for the test itself upon passing.
- Life license, required after a year of employment.
- Customer support experience, preferably with insurance agency or previous experience in a client services role.
- Strong sales aptitude with the ability to identify opportunities for client engagement and upselling.
- Excellent communication skills, both verbal and written, with professional phone etiquette.
- Proficiency in Microsoft Office applications such as Word, Excel, and Outlook; familiarity with CRM systems is a plus.
- Data entry skills with high accuracy and attention to detail.
- Strong analysis skills to interpret client data and provide appropriate solutions.
- Ability to handle cash transactions accurately when required.
- Typing speed and efficiency for quick data entry during calls or interactions.
- Bilingual capabilities (English required; additional languages are advantageous).
Starting at $16 – $17 an hour with an immediate raise when licensing is acquired.
Join our team as a CSR / Loyalty Specialist Insurance to deliver top-tier service that builds lasting client relationships. We value professionalism, effective communication, and a proactive approach to customer satisfaction.