Position Details
Virtual Benefits Rep Georgia New Jersey Apply
Responsibilities:
- Client Interaction:
- Explain and clarify insurance policy benefits, coverage, and exclusions to clients.
- Assist clients with claims processing and follow up on the status of their claims.
- Provide information on different insurance products and services.
- Policy Management:
- Process new insurance applications, renewals, and policy changes.
- Maintain accurate records of client interactions and transactions.
- Ensure compliance with industry regulations and company policies.
- Customer Service:
- Handle customer inquiries, complaints, and escalations in a professional manner.
- Provide support and guidance to clients in understanding their benefits and resolving any issues.
- Schedule appointments and follow-up meetings with clients.
- Administrative Duties:
- Prepare and distribute policy documentation, quotes, and other relevant materials.
- Conduct administrative tasks such as data entry, filing, and document management.
- Collaborate with other departments to ensure smooth operations and customer satisfaction.
Skills:
- Communication:
- Excellent verbal and written communication skills to effectively interact with clients and colleagues.
- Ability to explain complex insurance terms and policies in a simple and clear manner.
- Customer Service:
- Strong customer service skills with a focus on empathy, patience, and problem-solving.
- Ability to handle difficult situations and provide solutions to clients' issues.
- Detail-Oriented:
- High attention to detail to ensure accuracy in policy processing and documentation.
- Organizational skills to manage multiple tasks and prioritize effectively.
- Technical Proficiency:
- Familiarity with insurance software and CRM systems.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Analytical Skills:
- Ability to assess clients' needs and recommend appropriate insurance products.
- Problem-solving skills to address client concerns and claims issues.
- Regulatory Knowledge:
- Understanding of insurance regulations and compliance requirements.
- Ability to stay updated with changes in the insurance industry and regulations.
Education and Experience:
- A high school diploma or equivalent is typically required; a bachelor's degree in business, finance, or a related field can be advantageous.
- Relevant certifications (e.g., Certified Insurance Counselor (CIC), Licensed Insurance Representative) may be required or preferred.
- Previous experience in insurance, customer service, or a related field is often beneficial.
