Distinguished Programs
We're a National Program Administrator, serving brokers with specialized coverages.
Client Services Advocate
Client Services RepresentativeClient ServicesFull TimeRemoteTeam 201-500Since 1987H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
66 days ago
Salary
$45K - $55K / year
Bachelor Degree2 yrs expEnglish
Job Description
• Serves as primary service contact to ensure superior customer experience & manage inbound emails and phone calls to resolve inquiries and troubleshoot.
• Provide best in class customer service to internal and external customers, executing follow-through to achieve first contact resolution and improve next call avoidance.
• Maintain a knowledge base of general insurance concepts and terms and understand strategy, territory appetite and key agent partners to achieve growth and profitability goals.
• Assist in recommendations and enhancements to continually improve the customer experience (workflow, systems, knowledge) to increase efficiency and minimize misdirected calls and emails.
• Supports renewal activities; renewal issuance, endorsement/document request, claim reviews, file documentation, handles legal notice requests and inquiries and evaluation of loss control reports.
• Updates work management system statuses throughout the cycle of the policy and monitors work in queue & maintain diligent record keeping of disposition of inbound inquiries.
• Cultivates strong business relationships (internal and external) by proactively communicating and conveying ownership and commitment & building report, credibility, and trust.
• Demonstrates working knowledge of underwriting systems, workflows, procedures, and compliance rules and underwriting guidelines.
Job Requirements
- Minimum of 2 years' experience in a customer service or support role in commercial/personal lines.
- Bachelor’s degree or equivalent combination of education and experience.
- Property and Casualty insurance license preferred (6 months preparation time permitted).
- Strong attention to detail, time management and decision-making skills.
- Ability to work effectively independently and within a collaborative team-oriented environment using sound judgment in decision-making.
- Excellent communication skills, both verbal and written, including the ability to listen and then to respond appropriately.
- Customer Service Oriented!
- Promote teamwork and organizational success, while accepting accountability and ownership, celebrating successes, and learning from past mistakes.
- Must be self-driven, detail-oriented, comfortable in a growing ever-changing organization, and have strong organizational skills including time-management and prioritization.
- Some travel may be required sometimes.
Benefits
- Summer Fridays (Leave at 2:00PM all Fridays from Memorial Day to Labor Day).
- Great healthcare coverage including Medical, Vision, and Dental.
- 401k with company match. Immediately 100% vested.
- Life, AD&D, Critical Illness, Accident, and Disability (short-term & long-term) insurance.
- Growth and development opportunities.
- Work-Life Balance and wellness benefits with generous time off policy including PTO and paid holidays.
- Dependent Care FSA, Healthcare FSA, Virtual Telemedicine, Employee Discount Programs, Paid Parental Leave, HSA, HRA, Commuter/Transit FSA, and a Sabbatical every 7 years.
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