CSR Insurance Job Description

By | November 21, 2011

CSR Insurance Job Profile and Description

An insurance customer service representative acts as an interface between the insurance firm and its customers and bridges the gap between the two with his presence and service. He has to deal with customers and clients of every stature and in every form of relationship with the company. Therefore it is one of the most critical jobs. They multitask as they attend to telephone calls while working on the computer and take down information of the client at the same time. They have to make face to face conversations too for which they are required to be smart and polite. CSRs always have to be ready to answer doubts and queries.

CSR Insurance Duties and Responsibilities

The duties and responsibilities have been summed up in the following way. CSRs

  • Respond to customer problems and put down plausible solutions
  • Communicate quotes and statements to customers regarding policies, costs, consequences and obligations
  • Keep records of interactions with customers and transactions with parties with individual follow ups
  • Raise prospective topics of doubt among the corporate forum for clarification
  • Store and save information in the computer hardware for future reference and working with database
  • Remain informed about conception and modification of policies to provide information to others

CSR Insurance Skills and Specifications

The dominant skills of an insurance CSR that mark his success in the industry are laid down:

  • Verbal skills to converse with customers, answer their queries and convey company policies
  • Language skills make up for the difficulties faced while communicating with customers who are not well-versed in English
  • Presence of typing and computer skills makes the individual handle computer and software sagaciously
  • Writing skills play a key role in documenting and compiling information while spelling and grammar skills facilitates emailing information to clients
  • Overall familiarity with the insurance industry and its working

CSR Insurance Education and Qualifications

The educational genre mainly includes the following certifications for a valid post in CSR insurance:

  • Bachelor degree in mass communication
  • Post graduation degree in customer services
  • Supplementary degree in insurance and law
  • On the job training in handling modern phone equipments and answering clients

CSR Insurance Salary

The median salary of CSRs working for insurance companies is found to be at $40,000 according to the report of Indeed.com in 2010. CSR job is open to promotion to managerial posts.