Insurance Customer Service Representative
Job Description
Job Description
**Company: Swyft Financial**
**Position Overview:**
Swyft Financial is seeking a licensed Insurance Customer Service Representative (CSR) to enhance customer experiences by addressing inquiries about our insurance products and services. Bilingual candidates are a plus.
- Maintain a professional and courteous demeanor at all times.
- Provide tailored solutions by understanding customer needs and expectations.
- Effectively communicate policy options and benefits to clients.
- Stay informed on insurance products and industry regulations.
- Review renewal business and recommend follow-up actions.
- Deliver ongoing customer support, seek referrals, and identify cross-sell/up-sell opportunities.
- Document customer interactions, inquiries, and actions taken.
- Assist with annual reviews and prepare personalized coverage recommendations.
- Collaborate with the team and present complex issues to senior members.
- Monitor KPIs and perform general customer service duties as assigned. **Skills Required:**
- Strong customer service orientation and rapport-building abilities.
- Excellent verbal and written communication skills.
- Proficiency in negotiating and closing sales.
- Knowledge of insurance sales processes and regulations.
- Proactive problem-solving and client engagement skills.
- Ability to develop relationships with network partners. **Requirements:**
- Must possess or be able to obtain Property & Casualty insurance licenses within 60 days of hire. **Compensation:**
- $20-$25/hour Swyft Financial is an equal opportunity employer and does not discriminate based on any protected characteristic under state or federal law.
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