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.