Company

Lee & Mason Financial Services, Inc.See more

addressAddressManassas, VA
type Form of workFull-time
salary Salary$15.00 - $16.50 an hour
CategoryEducation/Training

Job description

Customer Service Representative

Job Summary:

The Customer Service Representative will interact with the company’s customers by addressing inquiries, resolving complaints, and gathering policy information.

Duties/Responsibilities:

  • Interacts with customers via telephone to provide support, answer questions pertinent to existing insurance policies and determine appropriate course of action.
  • Fields client questions and complaints; when the issue is beyond the representative’s knowledge, forwards to the Account Manager or other appropriate staff.
  • Handles all callers effectively; de‐escalating the call where appropriate and providing solutions that leave the customer satisfied with the resolution.
  • Resolves information gaps by contacting carriers and agencies as required, to gather policy information and other missing data, and updates systems and records as appropriate.
  • Maintains customer accounts and records of customer interactions with details of inquiries, complaints, or comments.
  • Performs other related duties as assigned.

Required Skills/Abilities:

  • Excellent communication skills including active listening.
  • Service‐oriented; able to troubleshoot, resolve conflicts and empathize with customers.
  • Ability to make decisions quickly by balancing company guidelines and customer needs
  • Proficient computer skills with the ability to learn new software.
  • Basic knowledge of Microsoft Office and Excel.
  • Familiarity with basic office equipment.
  • Insurance knowledge is preferred but not required.

Education and Experience:

  • High school diploma or equivalent.
  • Customer service experience required

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Job Type: Full-time

Pay: $15.00 - $16.50 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • On-the-job training
  • Paid time off
  • Vision insurance

Experience level:

  • 1 year

Shift:

  • Day shift

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Work Location: In person

Benefits

Paid training, Health insurance, Dental insurance, 401(k), Paid time off, On-the-job training, Vision insurance
Refer code: 8455981. Lee & Mason Financial Services, Inc. - The previous day - 2024-03-05 05:08

Lee & Mason Financial Services, Inc.

Manassas, VA
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