Responsibilities of Customer Service Representative:
Strives to answer all calls within three rings in a friendly and courteous manner.
Provide assistance and information to callers and connect the caller with the desired party if unable to help.
Accepts and processes clients' payments.
Assists receptionist in reviewing, scanning, and routing all incoming mail and agency documents.
Processes returned mail and resends. Updates management system with correct information once obtained.
Required to make outbound calls to clients regarding: payment, certificate of insurance, or claims follow-up, etc.
Required to run "End of Day" and assist agents with e-memos.
Assists clients with setting up CPP billing and cleaning up accounts in AMS.
Processes requests for verification of insurance.
Processes documents using word processing software, agency database and spreadsheet, contact management systems, and other programs.
Maintains account files, including scanning, copying, file retention timelines, and purging of files.
Provides clerical backup/support for receptionist and other administrative staff as needed.
Transmits and receives faxes. Delivers or emails incoming faxes to appropriate personnel within one hour of receipt.
Performs other functions as assigned by management.
Qualifications:
Must be organized, with demonstrated skills for effective verbal and written communication. Should have a strong understanding of agency systems. Must be highly knowledgeable about the mechanics and applications of word processing programs.
Strong communication skills
Tech-savvy, proficient with computers and Microsoft Office
Positive, friendly demeanor
Must be bilingual in English and Spanish.
Must be willing to study and take the Property & Casualty insurance license exam after 90 days of employment.