We are seeking an empathetic and detail-oriented Customer Care Representative to join our growing team. The ideal candidate will be the first point of contact for our policyholders, delivering top-tier service and support through various communication channels. You will play a vital role in resolving inquiries, managing policy information, and ensuring a seamless, positive experience for our customers.
What you will be responsible for:
* Act as the primary point of contact for customer inquiries via phone, email, and live chat, handling issues related to policy coverage, billing, and claims.
* Provide clear, concise, and accurate information to customers, explaining complex insurance policy terms in plain language.
* Process policy changes, updates, and cancellations accurately and efficiently.
* Document all customer interactions and details meticulously within our customer relationship management (CRM) software.
* Collaborate with other internal departments, such as claims and underwriting, to resolve complex customer issues promptly.
* Identify opportunities to upsell or cross-sell products to meet customer needs and forward leads to the sales team when appropriate.
* Stay up-to-date on all product knowledge, company policies, and industry changes.
Your ideal qualifications:
* A minimum of 2 years of experience in a customer service role, preferably within the insurance or financial services industry.
* Excellent communication skills, both verbal and written.
* Strong active listening and problem-solving abilities.
* Proficiency with CRM software and a high degree of comfort with computer systems.
* High school diploma or equivalent is required; an associate's degree is a plus.
* Demonstrated ability to be empathetic, patient, and professional, especially during challenging customer interactions.
* The ability to multitask and manage time effectively in a fast-paced environment.
* An Insurance Producer's License or willingness to obtain one.
What makes this an exciting opportunity:
* Career growth: This role offers a clear path for advancement within our company, with opportunities to move into senior roles or other departments like sales or claims.
* Empowering culture: We foster a supportive and collaborative work environment where your ideas are valued and your contributions make a real difference.
* Meaningful work: You will directly help clients during significant moments in their lives, providing them with peace of mind and security.
Top Skills
What We Do
Freshs Wood Agency Inc. is an independent insurance agency based in Lebanon, Pennsylvania, with a rich history spanning over 150 years. The agency offers a comprehensive range of insurance solutions, including personal, business, and employee benefits, tailored to meet the unique needs of individuals and businesses. Committed to building long-term relationships,
Why Work With Us
The agency serves clients across Pennsylvania and has expanded its reach to Maryland, New Jersey, Delaware, New York, and Virginia, reflecting its dedication to providing quality insurance coverage throughout the region.
