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Job Title


Customer Service Representative


Company : Alliance Recruitment Agency


Location : Vadodara, Gujarat


Created : 2025-04-21


Job Type : Full Time


Job Description

Offshore Insurance Customer Service RepresentativePosition Overview: As an Insurance Advisor/Consultant, candidate will play a pivotal role inproviding expert insurance guidance and solutions to US clients for their commercial, Home &Auto Insurance requirement, helping them make informed decisions to protect their assets andmanage risks. Candidate’s primary responsibility will be to assess clients' insurance needs,recommend appropriate policies from the various US insurance carriers, and provide ongoingsupport to ensure their coverage remains up-to-date and relevant.Key Responsibilities:• The Commercial Lines Property and Casualty Insurance Customer Service Representativeis responsible for maintaining solid customer relationships by handling inquiries andconcerns with speed and professionalism through daily interaction with customers,insurance carriers, and fellow employees• Provide service to existing clients related to updating policies, providing quotes, creatingcertificates, taking payments, answering questions, and providing documentation whenrequested• Answer customer calls and correspondence regarding new or existing insurance policiesand help service claims• Work with new clients or support a producer or account manager in an effort tounderstand a prospect's needs, gather necessary data, research policy options, finalizeand bind new coverage and cancel old policies• Support a producer or account manager to review existing policies, review liability limitsand exposures, explore other coverage needs, evaluate replacement costs, and bindrenewals• Resolve product or service issues by clarifying the customer's concern, determining thecause of the issue, selecting and explaining the best solution to solve the issue,expediting correction or adjustment, and following up to ensure resolution• Collaborate with underwriters to expedite policy approvals and address any concerns orinquiries.• Review audits or policies; verify accuracy and facilitate corrections between client andcarrier• Maintain records of customer interactions and transactions, recording details ofinquiries, comments, and actions taken in the agency management system• Collaborate with team members, mentor staff, and producers on a daily basisQualifications:• /BBA/MBA with Finance or Marketing Specialization.• Minimum 3 Years proven experience in insurance sales, financial advisory, or relatedroles.• Demonstrate strong knowledge of insurance products and usages• Demonstrate strong customer focus and an excellent phone manner; display strongwritten and verbal communication skills as well as excellent math and reading skills toperform calculations• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complexproblems without direct supervision• Have excellent time management skills with a personal accountability mindset as well astechnology and computer proficiency, including agency management systems, ratingtools, and carrier website navigation• Strong adaptability to grab the knowledge of various insurance products, policies, andindustry trends in US market.• Possess a team-oriented mindset with exceptional organizational skills and is capable ofhandling a high-volume workload.• Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint• Good written and verbal communication skills and the ability to communicate with bothclients and agency personnel; ability to listen, clarify and respond well to questions• Analytical mindset to assess clients' needs and recommend suitable solutions.• Proficiency in using insurance industry related software/Office Tools.Work from Office Only: Ozone Tower, BarodaJob Timing: 9.30 hours shift including 1 hour breakUSA Day time working hours7:30 pm till 5 am IST ( USA Central time zone day time changes applies)USA Federal Holidays OnlySalary and IncentiveAttractive Base Salary at par MarketCommission (project based)Performance Bonus