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.

View the Full Customer Service Representative Career Pathway
  • 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.

Basic Skills
Active Listening
Reading Comprehension
Speaking

Technical Skills
Operations Analysis
Operations Modeling

Social Skills
Service Orientation
Persuasion
Reading Comprehension

Systems Skills
Judgment and Decision Making
Systems Analysis
Systems Evolution

Problem Solving Skills
Complex Problem Solving

Resource Management Skills
Time Management
Management of Personnel Resources
Management of Financial Resources

  • 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

Latest News

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  • The Ohio Insurance Institute’s Insurance Educator of the Year award is our […]

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  • A Dec. 3, 2021 blog article from the Insurance Information Institute discussed […]

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