BayPort Credit Union · 10 hours ago
Insurance Customer Service Representative
BayPort Credit Union is seeking an Insurance Customer Service Representative to provide exceptional service to its members and prospective policyholders. The role involves addressing insurance-related inquiries, processing policy changes, and assisting with claims while ensuring member satisfaction through effective communication.
BankingCredit BureauFinanceFinancial ServicesInsurance
Responsibilities
Respond to member inquires 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
Qualification
Required
A two-year college degree or completion of a specialized course of study
VA Property & Casualty license
Ability to adhere to BayPort 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 DocuSign 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
Preferred
Minimum of 1 year in insurance customer service or related role
Company
BayPort Credit Union
BayPort Credit Union is a banking institution that offers services on mobile banking, investment, lending, credit and retirement plans.
Funding
Current Stage
Growth StageTotal Funding
$0.16M2021-11-18Grant· $0.16M
Recent News
2025-12-19
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