Customer Service Representative

1 week ago

Miami, United States WebBank Full time

About National Partners

Dedicated to providing the highest standards in the premium finance industry, National Partners, a wholly owned subsidiary of WebBank, works with clients of all sizes through its commercial insurance agent and broker relationships. Responsive service, ease of use and creative solutions are its hallmarks. It also offers funding programs to third-party premium finance companies, often those affiliated with agents, brokers, and MGAs, so that these smaller premium finance companies can access capital to grow and expand.

Job Summary

Serves customers by providing account information, assisting with billing and payment questions, relaying information regarding cancellations and reinstatement requests, and resolving general customer concerns. The customer service representatives incorporate numerous methods of assisting customers including a call center environment and electronic or written correspondence.

Primary Responsibilities (Job Duties)

You Will:

  • Answer inbound calls from insurance agents, insurance companies, and insureds
  • Provide premium finance account-related information to customers via phone, email, and fax and document accounts with all communication details
  • Update customer records upon request
  • Reissue notices as needed
  • Assist customers making phone and online payments
  • Process incoming payments
  • Provide payoff balance information
  • Make outbound courtesy calls
  • Manage incoming correspondence to keep account information up to date
  • Coordinate with other departments when problem-solving
  • Build and maintain individual knowledge of premium finance regulations to ensure compliance in all aspects of position
  • Recognize critical issues and escalate appropriately
  • Actively participate in company's efforts to detect and prevent fraud to mitigate losses
  • Strengthen customer relationships by providing professional, pleasant, and positive interactions with our company
  • Assist in other daily operations or projects as needed

Qualifications

You Have:

  • Bachelor's Degree in Finance or a business-related field, or equivalent knowledge gained through work experience in insurance or finance-related industry
  • Working knowledge of Microsoft Word, Excel, Outlook, and the Internet

Even Better:

  • Office365 (SharePoint, OneNote, Drive, Box, Skype Meeting)
  • Strong oral and written communications skills to correspond with parties at various levels
  • Attention to detail and accuracy when relaying and recording information
  • Quick-thinking, with developed analytical and problem-solving skills
  • Planning and organizing to achieve timely follow-up and problem resolution
  • Ability to multi-task on a variety of projects while meeting deadlines and maintaining quality
  • Bi-lingual Spanish/English

Company Perks:

You Get:

  • Flexible work options - Flexible work-from-home opportunities and other hybrid workplace options are available
  • Paid Time Off (PTO) - Generous paid time off plus paid parental leave
  • Health insurance - Plans include an employer paid medical option, dental and vision coverage, plus we offer health savings accounts
  • 401(k) - WebBank matches up to the first 6 percent of employee contributions and both the employee's contributions and WebBank's match are fully vested immediately
  • Life and Disability Insurance - Life insurance and long and short-term disability insurance plans are 100% employer paid
  • Tuition Reimbursement - WebBank provides reimbursement for classes needed to obtain certain degrees, up to $5,250 per academic year

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