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 renewalsInteraction with team:Daily interaction and collaboration with team is expected in relation to completing complex daily tasks.Team Structure6 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 environmentEducation & Experience Required:Years of experience:5-7 years customer service -related experience required.-2 years of insurance related experienceDegree requirement: High school diploma or GED required. (College degree preferred).Do you accept internships as job experience: NoAre there past or additional job titles or roles that would provide comparable background to this role: Underwriting Assistant, Customer Service RepresentativeTop 3 Skills1. Attention to detail2. Quick learner3. Team orientedTechnical 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 experienceSoft 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
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