Customer Service Assistant - California

AF - Group is a Retail Truck Insurance Agency focused on providing excellent customer service. The Customer Service Assistant will assist clients via phone and email, handle administrative tasks, and support the service of current and potential clients.

Responsibilities:

• Take client phone calls and communicate policy change requests to Team Members
• Issuing Certificates of insurance for our clients
• Inputting potential business in our core C1 system as well as various online platforms
• Creating of policy files in Image Right System
• Daily / weekly filing of correspondence to Image Right System
• Process client payments in C1 system, assisting with payments made to Liberty Premium finance via the PBS billing system
• Manage policy receipt policy, reviews policies for accuracy and emailed or mailed to retail Customers
• Works effectively on the assigned team
• System/Software Skills – Must learn all systems and stay current with changes and updates
• Conduct limited research when necessary
• Successfully completes basic job specific training as defined in the Policy Services Training Matrix within the first three months of employment
• Continually maintains 98% or above quality
• Continually maintains 85-115% metric score with 80-100% time on task
• Maintains an 80% or above customer service score
• Ability to interact with others in a professional manner

Requirements:

• High School Diploma is required
• Proficient in Microsoft Office skills including Word, Excel, Outlook and Power Point
• After one year of employment, take required courses and pass state exam to receive California Property and Casualty License
• Professional demeanor, customer service skills and problem-solving abilities are critical to this position
• Able to understand and carry out instructions
• Detail oriented
• Flexible and able to multi-task assignments
• Prior experience in customer service, data entry, administrative and/or clerical role, is preferred