Customer Service Representative

Customer Service Representative

Job Description

Position’s Contributions to Work Group:
Addressing and resolving customer issues and inquires. Ensuring all customer communication is clearly documented.
Identifying issues and determining appropriate course of action for effective resolution.
Processing results from analysis of data.
Execution of customer service standard processed. Maintaining customer accounts and relationships.

Typical task breakdown:
Customer Service portal and email box inquiries.
Customer account reconciliation.
Reviewing and researching customer requests related to disputed transactions, refunds, payment instructions, etc.
Assist with incoming and outbound customer calls.
Processing new business and insurance policy renewals

Interaction with team:
Daily interaction and collaboration with team is expected in relation to completing complex daily tasks.

Team Structure
6 workers fall under the work director: 3 full-time employees, 2 agency. 2 underwriters that report up to the work director’s manager.

Work environment:
All office environment

Education & Experience Required:
Years of experience:
5-7 years customer service -related experience required. Commercial P&C underwriting customer service.
-2 years of insurance related experience
Degree requirement: High school diploma or GED required. (College degree preferred).

Top 3 Skills
1. Attention to detail
2. Quick learner
3. Team oriented

Technical Skills
(Required)
Data Analysis.
Ability to accurately document and record customer/client information.
Previous experience with computer applications, such as Microsoft Office.

(Desired)
Prior P&C insurance experience

Soft Skills
(Required)
Verbal and written communication skills, attention to detail, customer service skills, and interpersonal skills.
Ability to work independently and manage one’s time.
Effective Communication.
Problem Solving.

Notes:

Monday-Friday 8am-5pm

VIVA is an equal opportunity employer. All qualified applicants have an equal opportunity for placement, and all employees have an equal opportunity to develop on the job. This means that VIVA will not discriminate against any employee or qualified applicant on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.