Customer Service Representative

Position Summary:

Serves as a liaison between external customers, clients and internal staff. Provides exemplary assistance and support; addresses customer issues and ensures effective and long-term problem resolution. Additionally provides clerical and administrative support and works on special projects as assigned.

Responsibilities:

· Communicates with co-workers, management, clients, vendors, and others in a courteous and professional manner.

· Participates in special projects as assigned.

· Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures.

· Responds to the service needs of policy owners, general agents, producers, field personnel and home office employees, maintaining ownership until completed

· Acts as primary service contact for customer.

· Provides technical guidance, information and procedural advice on a variety of Customer Service issues requiring knowledge of products and services.

· Identifies, recommends, and implements conservation approaches to enhance asset retention and improve persistency.

· Responds to telephone or electronic inquiries.

· Handles all service requests from customer within service standards.

· May need to conduct research to complete service request. Monitors service activity, prepares service reports and troubleshoots technical problems.

· Assists in processing policy level transactions within level of authority.

· Communicates with co-workers, management, clients, vendors, and others in a courteous and professional manner.

· Participates in special projects as assigned.

· Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures.

Qualifications:

· High School Diploma or equivalent is required; Associate’s Degree preferred.

· 4-40 Customer Service Representative Licensure a plus; must be willing and able to ascertain licensure within 6 months.

· One year experience in Customer Service area; in the property and casualty segment preferred.

· Proficiency with Microsoft Office products required; internet research tools preferred.

· Demonstrated Customer Service focus / superior Customer Service skills.

· Excellent communication skills and ability to interact on a professional level with internal and external personnel

· Results driven with strong problem solving and analytical skills. Ability to efficiently navigate through systems and websites to maximize time with callers.

· Ability to work in a fast paced environment; and manages changing priorities effectively.

· Ability to work within a call center scheduled environment.

· Detail-oriented and exceptionally organized

· Fluency in Spanish or other languages a plus

· Collaborative partner; ability to contribute to a positive work environment.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Work Location: In person