Customer Service Representative – Specialty Equipment

Role Overview

• Processes incoming insurance documents, accurately entering customer information into internal systems.
• Handles inbound and outbound phone calls to address customer inquiries and follow-up on documentation or account issues.
• Reviews and replies to correspondence received through email customer service channels.
• Researches and resolves simple to moderately complex concerns and inquiries in real-time for customers and policyholders; refers more complex issues to more experienced staff.
• Determines the best method to resolve issues to ensure customer satisfaction and adherence to the organization’s policies.
• Coordinates problem resolution with necessary internal and external teams.
• Documents and updates customer records based on interactions.
• Works within guidance to arrange and prioritize activities to meet business objectives.
• Participates in team initiatives and shares feedback to improve processes and customer experience.
• Performs other duties as assigned.

Requirements

• High School Diploma or equivalent experience
• Generally, a minimum of 3 years of Customer Service or Contact Center experience, with a focus on data entry, email, and/or live chat servicing
• Excellent written & verbal communication skills
• Proficient keyboard skills with a typing speed of 40+ WPM

Benefits

• medical, dental, and vision coverage
• wellness plans
• parental leave
• adoption assistance
• tuition reimbursement
• Paid Time Off
• paid holidays
• 401(k) plan with company match
• employee stock purchase plan
• commuter benefits