Customer Service Representative
3 weeks ago
Customer Service Representative
Work Schedule: Onsite
Location: Upper Dublin, PA
MUST HAVE A VALID P&C LICENSE IN THE STATE OF PENNSYLVANIA
Job Summary: Responding to client inquiries via email/chat regarding new and renewal processes. Act as advisor to the client utilizing program rules and underwriting guidelines. Also, responsible for creating financial transactions to debit / credit policy accounts depending on the nature of the request.
Key Responsibilities:
- Customer Service: Provide excellent customer service to clients, addressing inquiries and resolving issues promptly including coverage questions and assisting with new business/renewal inquiries. Strong writing and reading comprehension skills are required as all our requests are handled via email.
- Policy Processing: Handle payments, endorsements, coverage changes and cancellation of Individual insurance policies.
- Client Management: Maintain and update client records, ensuring all information is accurate and up to date.
- Compliance: Ensure all operations comply with state and federal regulations, as well as company policies.
- Claims Support: Assist in the reporting of insurance claims, providing support to clients throughout the claims process.
- Documentation: Prepare and review insurance documents, ensuring accuracy and completeness.
- Collaboration: Work closely with East partners, Call Center team, Accounting Operations, and other team members to ensure smooth operations and client satisfaction.
Qualifications:
- Education: High school diploma or equivalent; Associates or Bachelors degree in Business, Finance, or related field preferred.
- License: Valid P&C Producer License in the state of Pennsylvania required
- Experience: 2-3 years of experience in commercial insurance operations or a related field.
- Skills:
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite and insurance software.
- Ability to work independently and as part of a team.
- Problem-solving skills and the ability to handle multiple tasks simultaneously.
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