Client Services Representative- Desk Support

Partner Claim Services is expanding within Florida. Our team is seeking a customer-oriented client service representative (CSR) to support day to day administrative support for public adjusters. The position is full time and is in office. The schedule is flexible.

The team at Partner Claims provides administrative support for insurance adjusters who represent clients, many who have been wrongfully denied property insurance claims. A Client Services Representative, or CSR, provides administrative support and day to day interactions with clients and insurance companies to assist clients and support the claims process. This process starts with describing our process to clients and guiding them through the claim process. Under the intake and engagement role, this position will be complete first contact with potential clients, input new client information into claims management software and follow up with clients and contractors when information is needed to progress the claims process.

Throughout the process, the CSR will complete and submit required paperwork, and document conversations and the state of each claim that we support. You will serve as the key component of the claims process, ensuring that it moves forward efficiently and each client is provided the optimal service to support a fair review.

The best CSRs are genuinely excited to help customers. This position requires a balance of patience, empathy, and effective communications skills when interacting with clients and insurance representatives. To be successful you must be organized and able to efficiently document your day to day interactions with all parties. An effective CSR is comfortable respectfully requesting updates and scheduling key meetings with insurance company representatives and can efficiently provide updates on claims to clients and adjusters. As a CSR you must be comfortable following procedures and understand when it’s necessary to ask for guidance to support clients. Our goal is to provide excellent customer service with all interactions, both with clients and insurance representatives.

Responsibilities Under This Position

• Onboard new clients, explaining our processes and the insurance claims process
• Follow up with clients to ensure they understand the process and have signed contracts
• Work with insurance companies on behalf of clients to request documents
• Request required documentation from public adjusters when needed
• Organize documents, electronically file them, and document those that have been received
• Organize summaries of claims and groups of claims to provide to public adjusters
• Work with managers to effectively manage files that are outside of normal processes
• Build sustainable relationships and trust with customer through open communication and standard updates
• Follow communication procedures, guidelines and policies
• Go the extra mile to engage clients and ensure they are comfortable

Skills

• Proven customer support experience or experience as a client service representative
• Track record of working with large numbers of clients weekly
• Strong phone contact handling skills and active listening
• Experience with Microsoft word and excel
• Comfortable working on a computer for 8 hours a day and efficient at data entry
• Ability to effectively and efficiently document calls and provide status updates
• Ability to create summary reports based on data available
• Customer orientation and ability to adapt/respond to different types of people
• Excellent communication skills
• Ability to multi-task, prioritize, and manage time effectively
• High school degree
• Experience in the insurance industry is preferred

If you’re excited about the opportunity to help customers and have strong customer service skills, Partner Claim Services is a great opportunity. Apply today!

Position: Part time to full time

www.partnerclaims.com

Job Types: Full-time, Part-time

Pay: From $14.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• Monday to Friday

Application Question(s):

• Are you interested in a part time or full time position?
• What is your required salary or hourly pay rate?
• This position is in-office in Avalon Park. Are you seeking an in-office position?

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 3 years (Required)
• Homeowner insurance Industry: 2 years (Preferred)

Ability to Commute:

• Orlando, FL 32828 (Preferred)

Ability to Relocate:

• Orlando, FL 32828: Relocate before starting work (Required)

Work Location: In person