Provide customer service to clients by communicating and responding to clients and carriers in a timely manner via phone or email.
Handle multiple types of customer experience inquiries, resolve service concerns, document customer requests, and complete changes to policies which do not require a license.
Effectively manage claim inquiries and follow up.
Contact insurance carriers for acknowledgement, status, and potential escalation for pending claims.
Assist with billing retrieval and follow up with clients for payments and documentation.
Assist with Mortgagee change requests.
Assist with documentation for quotes received, policies issued and endorsements.
Assist account management team with eligibility requests.
Assist with billing audits and correcting errors by providing the necessary documentation.
Enter and update client policy information in agency management system Epic.
Update and organize client files and records.
Data entry and research.
Assist with projects as needed to support team and agency.
Requirements
Highly fluent in both English and Arabic
2+ years of professional work experience
1-2 years of experience in customer service
Excellent working knowledge of Microsoft Word, Excel, and PowerPoint.
Self-motivated with the ability to work effectively as part of a team or on individually assigned tasks
The ability to work in a fast-paced environment where time-management and prioritization skills are essential
Detail-oriented and systematic in their working style
Able to quickly learn new critical internal work management software
Access to a high-functioning computer and exceptional internet connection