About this role
Role Overview
- Takes incoming and outbound calls
- Processes and replies to Customer Service emails as assigned
- Takes payments for policies
- Makes changes and endorsements to policies
- Documents all activity in the on-line client file
- Provides prompt, efficient, high-quality service to all clients
- Resolves product or service problems by clarifying the customer’s complaint
- Attracts potential customers by answering product and service questions
- Makes suggestions about other products and services based on client needs
- Maintains a quality result by following established procedures
- Open, cancels, and updates client policy information based on requests
- Provides system and procedure training to new colleagues
- Continuously evaluates current processes for improvement and/or efficiency
- Handles complex client escalations for colleagues ensuring client satisfaction
Requirements
- Minimum of 2 years of Customer Service experience and/or 1 year of Call Center experience
- Must have Personal Lines Insurance License
- The ability to learn appropriate firm software systems.
- The ability to learn insurance products and grow in product knowledge.
- The ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms.
- Capable of multi-tasking and prioritizing workloads while adhering to deadlines.
- The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
- Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements