Insurance Customer Service Representative

Position Summary

The primary purpose of this position is to deliver top‑tier customer service to credit union members and prospect policyholders who have insurance‑related inquiries or needs. This role involves answering questions, resolving issues, processing policy changes, and assisting members with claims. The representative will act as a liaison between members and the insurance carriers, ensuring that all customer requests are handled promptly and accurately.

The position requires a current insurance license and the ability to communicate complex insurance information in a clear, helpful manner to ensure member satisfaction.

• Respond to member inquiries and requests via verbal and written correspondence
• Establish customer relationships and follow up with customers, as needed
• Assist Sales Agents with billing, claims, policy issuance follow‑up, documentation, etc.
• Respond to client inquiries and requests via phone, email and text
• Supports team goals and referral efforts
• Quotes new business when needed
• Cultivates and retains customer relationships by providing prompt, accurate, and friendly customer service
• Document all activities into our Agency Management System – phone calls, interviews, quotes, sales, etc.
• Maintain long‑term relationships with policyholders
• Learn and maintain working knowledge of North Carolina insurance rules and regulations

Required

Education:

A two‑year college degree or completion of a specialized course of study.

Preferred Experience: Minimum of 1 year in insurance customer service or related role.

Required Licenses: VA Property & Casualty license.

• Ability to adhere to Bay Port Credit Union’s Core Values:
  Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team
• Ability to work in a non‑structured environment without daily direction
• Proficient in computer programs such as Docu Sign and Microsoft Office products
• Excellent communication skills—written, verbal and listening
• Problem‑solving, organizational skills, attentive to detail and possess the ability to multi‑task

This job description is not an all‑inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug‑free workplace and reserve the right to perform pre‑employment substance abuse testing.