Customer Service Representative

Video Interviews

What do they do?

Obtain information from insured or designated persons for purpose of settling claim with insurance carrier. Process applications for, changes to, reinstatement of, and cancellation of insurance policies.

Click here to view the complete Customer Service Representative Career Pathway. 

 Some typical job duties include:

  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Process and record new insurance policies and claims.

Most Important Occupational Skills:

Basic Skills

  • Active Listening
  • Speaking
  • Reading Comprehension

Technical Skills

  • Operation Modeling
  • Operation Analysis

Social Skills

  • Service Orientation
  • Persuasion
  • Social Perceptiveness

 Systems Skills

  • Judgment and Decision Making
  • System Analysis
  • System Evolution 

Problem Solving Skills

  • Complex Problem Solving 

Resource Management Skills

  • Time Management
  • Management of Personnel Resources
  • Management of Financial resources 

Just the Facts

  • Salary range: $20,000-$100,000
  • Education and Professional Requirements: Entry — High school degree/GED, short term OTJ training; Specialist — Associate's degree in general business; Managerial — Bachelor's degree, multiple years of work experience
  • Possible career path: Entry-Level Claims Associate > Claims Specialist > Claims Manager 

Click here to view the complete Customer Service Representative Career Pathway.