Customer Service Representative

2 weeks ago


Costa Mesa, United States Financial Partners Credit Union Full time

** Customer Service Representative - Admin**

This dynamic role is responsible for new business production, endorsements and building lasting relationships with our large member base. We offer multiple providers of auto, home and other lines of insurance and are looking for experienced licensed Property & Casualty Insurance Agents.

**ESSENTIAL RESPONSIBILITIES:**

* Respond to insurance carrier memos and customer/members questions or issues in a timely manner.

* Follow up with cancellations, non-payment and other issues to avoid lapse of coverage and improve policy retention.

* Complete applications for new business, process endorsements and suspense file for accurate completion.

* Log in to ACD and address servicing inquiries.

* Perform additional functions at the direction of management.

* We share a collaborative obligation to ensure that we conduct ourselves in the utmost ethical manner and that we hold each other accountable to the values and standards of the organization. Every Partner has the responsibility to ask questions, seek guidance, and report concerns and/or violations of company policy or ethical standards. Financial Partners has several processes in place to communicate with leadership and expects that partners will have a commitment to integrity and uncompromising values.

**EDUCATION/EXPERIENCE:**

* High school or equivalent.



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