The Licensed Customer Service Representative will manage client accounts, process policy updates, and provide support for renewals, billing, and claims. They are also responsible for identifying cross-selling opportunities and educating clients on coverage options to ensure appropriate protection.
The representative will serve as the primary point of contact for clients, managing policy changes, renewals, and billing inquiries while providing proactive account support. They will also focus on identifying cross-selling opportunities and maintaining strong, long-term client relationships.
The Insurance Service Associate acts as the primary point of contact for existing clients, managing policy changes, renewals, and billing inquiries. They are also responsible for conducting proactive policy reviews and identifying opportunities for account rounding and cross-selling.
