Insurance Agent Job at ApTask, San Antonio, TX

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  • ApTask
  • San Antonio, TX

Job Description

Job Description: As a Customer Service Representative; the associate has to handle inbound calls from the customer or do an outbound call within guidelines/goals established by the client and management. This position requires good communication skills; the ability to effectively handle information requests, compliments and complaints with a positive attitude and attention to details.

Responsibilities:

  • Facilitate the Property and Casualty members by answering inbound calls, emails, and other contacts from the members
  • Make outbound calls (if required) to confirm the information or for member authorization
  • Apply knowledge of personal lines to assist member to bind policies, coverage provision, payments, and renewals for insurance product
  • Provide response to members on call using the tools and resources available to support
  • Set up reminders and follow up with customer on timely manner
  • Follow the compliance and regulatory requirement when handling the members
  • Maintain Property and Casualty (P&C) License

Qualification Required

  • High School Diploma or GED equivalent
  • Min 1 year of customer service experience
  • Active Property and Casualty (P&C) producer License

Job Tags

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