Customer Service Representative

Tampa, Florida

Heritage MGA LLC
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Excellent Part-Time professional CSR opportunity in our Tampa Westshore Office.

Flexible options available but ideally looking for Monday & Tuesday mornings, and one additional optional day as needed, starting at 9AM or 9:30AM,

Approximately 18-24 hours per week.

$17+ hourly

Position Summary:

Serves as a liaison between external customers, clients and internal staff. Provides exemplary assistance and support; addresses customer issues and ensures effective and long-term problem resolution. Additionally provides clerical and administrative support and works on special projects as assigned.

Responsibilities:
  • Communicates with co-workers, management, clients, vendors, and others in a courteous and professional manner.
  • Participates in special projects as assigned.
  • Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures.
  • Responds to the service needs of policy owners, general agents, producers, field personnel and home office employees, maintaining ownership until completed
  • Acts as primary service contact for customer.
  • Provides technical guidance, information and procedural advice on a variety of customer service issues requiring knowledge of products and services.
  • Identifies, recommends, and implements conservation approaches to enhance asset retention and improve persistency.
  • Responds to telephone or electronic inquiries.
  • Handles all service requests from customer within service standards.
  • May need to conduct research to complete service request. Monitors service activity, prepares service reports and troubleshoots technical problems.
  • Assists in processing policy level transactions within level of authority.
  • Communicates with co-workers, management, clients, vendors, and others in a courteous and professional manner.
  • Participates in special projects as assigned.
  • Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures.
Qualifications:
  • High School Diploma or equivalent is required; Associate's Degree preferred.
  • 4-40 Customer Service Representative Licensure a plus; must be willing and able to ascertain licensure within 6 months.
  • One year experience in Customer Service area; in the property and casualty segment preferred.
  • Proficiency with Microsoft Office products required; internet research tools preferred.
  • Demonstrated customer service focus / superior customer service skills.
  • Excellent communication skills and ability to interact on a professional level with internal and external personnel
  • Results driven with strong problem solving and analytical skills. Ability to efficiently navigate through systems and websites to maximize time with callers.
  • Ability to work in a fast paced environment; and manages changing priorities effectively.
  • Ability to work within a call center scheduled environment.
  • Detail-oriented and exceptionally organized
  • Fluency in Spanish or other languages a plus
  • Collaborative partner; ability to contribute to a positive work environment.
Date Posted: 21 April 2025
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