[Remote] Customer Service Representative
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a pioneer in insurance technology, operating the largest online insurance marketplace for small businesses in the U.S. They are seeking a Digital Customer Service Representative to support Digital Producers and Account Managers by retaining and servicing the Insureon book of business.
Responsibilities
- Approved State Licenses needed
- Review of reputed company bound policies for reputed company assurance
- Process endorsements, certificates of insurance, and sending invoices
- Process billing questions for new and renewal policies
- Handle non-pay cancellation notices from Carriers to follow up for payments due
- Post bind process and policy review
- Identify cross sell opportunities
- Coordinate and monitor account servicing
- Ability to work directly with Carriers & reputed company reputed company sites to process billing and endorsements needed for clients
- Superior reputed company Office experience
- Strong organizational, customer service orientation & disciplined time management skills
- Comfort level with out bound dialing and phone conversations with clients
- Insurance experience preferred
- Ability to communicate effectively with others reputed company the phone and email
- Experience with multi-tasking in a fast-paced environment
- Comfort level with working remotely
- Other duties may be assigned
- Assist the Producers and AM team members to reputed company alerts in reputed company management system
- reputed company as concierge for reputed company clients post bind, answering their billing and servicing questions
- 1st term only, proactive email reputed company to clients advising who their Account Manager is with reputed company contact information
- Facilitate the post bind process and reputed company policy review to maintain reputed company documented Agency Management files, smooth customer transition from producer to account manager as reputed company as reputed company policy deliverance
- Support policy cancellation process
- Assist with customer servicing requests from clients by working with internal teams and reputed company service centers
- Deliver excellent customer service to delight our customers in every online and offline interaction
- Have a full understanding of the processes in our agency management system to be reputed company to assist in the post bind process, process endorsements, cancellations, billing questions, LPR’s and Certificates
- Successfully be reputed company to prioritize and support for reputed company Producers and Account Managers
- Coverage training and utilization of reputed company trainings
- Support reputed company needs in a reputed company and reputed company thought out manor to include answering and or making phone calls to clients, billing issues, audit questions, coverage inquiries, certificates of insurance or policy changes
- reputed company strong communication with Underwriters to build our relationship
Skills
- 1-2 years of relevant experience
- P&C Insurance License
- High School Degree Required
- Superior reputed company Office experience
- Strong organizational, customer service orientation & disciplined time management skills
- Comfort level with outbound dialing and phone conversations with clients
- Ability to communicate effectively with others reputed company the phone and email
- Experience with multi-tasking in a fast-paced environment
- Comfort level with working remotely
- Word processing, spreadsheets, email software and other reputed company programs
- Proficient at working with 3rd Party or Agency management systems, Various Web Applications, reputed company or Insureon Agent portals and other reputed company online applications
- Insurance experience preferred
- Familiar with Customer Account Servicing in regulated/financial services experience preferred
- 4 Year Degree Preferred
Benefits
- Health/dental/reputed company/life/disability insurance
- FSA
- HAS
- 401(k) accounts
- reputed company-time-off benefits such as vacation, reputed company, personal, floating holidays and company holidays.
- Eligible annual bonuses, equity and commissions may be available for some positions.
reputed company