PIIAC Next-Gen

Refine your expertise, elevate your professionalism, and walk away empowered to make a lasting impact on the industry.

Customer Service Representative

Customer SupportCustomer SupportPart TimeRemoteTeam 1-10Since 2024Company SiteLinkedIn

Location

United States

Posted

18 days ago

Salary

$17 - $22 / hour

Associate DegreeEnglishVo IP

Job Description

• Provide daily service to existing clients related to policy changes, certificates of insurance, billing, audit, claims, carrier inspections, etc. • Forward any client questions regarding policy changes to the producer. • Triage documents from carriers verifying the accuracy, facilitating corrections, as needed, and forwarding to the producer/agency owner for processing where needed. • Process basic renewals which require no remarketing or explanations of change in coverage. • Manage day-to-day customer service database (AMS360) and file database (Dropbox) by facilitating policy download and upload, endorsement and audit updates in the system, and notation of all client interactions. • Support producer to understand potential client or remarketing needs, gather necessary data, input data in carrier quoting systems, and draft proposals. • Identify content for quarterly client newsletter and manage and facilitate newsletter publication and newsletter social media sharing.

Job Requirements

  • Associate or Bachelor’s Degree
  • Previous experience working with CEOs, presidents, or executive-level staff at small businesses and nonprofits.
  • Knowledge of or ability to learn insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
  • Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and understanding of when to escalate or seek help to handle difficult situations.
  • Computer proficiency.
  • Previous experience with Dropbox and Microsoft Outlook, on a professional basis.
  • Ability to quickly learn new software.
  • Previous experience working with VOIP or telephony products is preferred.

Benefits

  • Competitive Pay- higher pay available to individuals currently insurance licensed and/or with previous experience working with AMS360.
  • Option to Work Remotely- after successful completion of 90-day probationary period employee has the option to work from home
  • Transit Subsidy- monthly RTD pass available to those who use transit and choose to work in the office
  • Professional Development- it is the intent that a person who performs successfully in this position would be eligible for promotion to full-time Account Manager position within 18 months.
  • Educational subsidy- after successful completion of 90-day probationary period employee will be required to pursue insurance licensing at the expense of the Insurance Design & Placement.

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