Customer Service Unit Representative, Augusta, ME

2 weeks ago


Augusta, United States Crossagency Full time

**Position Purpose**

* Assist the service team with processing duties and documentation of renewals

* Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients needs and facilitate the processing of business.

* Build solid partnership with Producers, Account Executives, Account Managers and Benefit Specialists.

* Make a positive contribution to the overall success of the Cross Benefit Solutions team.

**Responsibilities**

* Follow Quality Management guidelines to ensure proper and timely administration of assigned duties and functions.

* Process enrollments/terminations in appropriate carrier websites or via email to carrier customer support.

* Create and maintain activities in Brokerage Builder.

* Assist Team with pulling of renewals and saving to our agency management system.

* Complete tasks in Brokerage Builder.

* Attend and complete any training sessions or assignments as required.

* Adhere to client service standards of the department and agency.

**Qualifications**

* College degree preferred, however at a minimum a high school diploma or equivalent degree.

* Possess communication skills necessary to communicate with insurance concerning the administration of employee benefit coverage lines.

* High level of patience and empathy while working under pressure.

* Intermediate knowledge of Microsoft Word and Excel preferred

* Strong organizational skills, high attention to detail, responsive and self-motivated.

* Team player and task oriented.

* Possesses a bias for action and avoids workplace distractions.



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