Customer Service Representative

Role Overview

• Answer incoming calls in a fast-paced call center environment.
• Build relationships with clients and agents.
• Process payments and complex service requests.
• Support resolution of incoming calls by answering questions, performing research and initiating additional processes as necessary.
• Process billing requests, which could include billing account number changes, payment type changes (mode changes), refund requests, premium payment histories, value quotes, form requests, policy reprojection requests, taxable gain calculations, policy conservation, mailing Electronic Funds Transfer forms, etc.
• Process manual premium payments and other service requests from calls by check or phone via a checking or savings account.
• Process loan by phone requests. SML website inquires.
• Handle inquiries forwarded by Corporate Communications that were made on our public website.
• Complete insurance verifications and policy summary requests.
• Complete follow-up calls to request missing items and funds needed to bring policies up to date.
• Keep records of customer interactions and transactions.

Requirements

• Minimum of 3 years of experience in Customer Service.
• Minimum of 1 year of accounting experience preferred.
• Experience in an insurance industry or call center environment.
• Fluency in Spanish a plus.
• Basic knowledge of Microsoft Word and Excel.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to perform work accurately and thoroughly.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
• Ability to work a flexible schedule with occasional overtime.