Customer Service Representative
1 day ago
**Job Summary**
We are seeking a highly skilled and experienced Customer Service Representative to join our team at Fortegra Corporation. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, agents, and insureds.
**Key Responsibilities**
- Provide professional customer service over the phone to retail and general agents, carriers, and their insureds.
- Monitor Automated Call Distribution phone lines, answer calls, and respond to customers according to our established standards.
- Process daily payments received in the mail and process payments called in or faxed by insureds and agents.
- Prepare daily and monthly deposit and bank reconciliation reports.
- Solicit premium financing from agents and provide service and support to help increase revenue.
- Process finance quotes and answer inquiries called in by agents on financing, payment status inquiries, and notifications on suspended accounts.
- Activate accounts based on signed finance agreements received from agents and general agents.
- Fax or email finance quotes, returned checks, and process cancellations as requested by agents.
- Set up usernames and passwords for new agents.
- Compose letters on checks to be returned to insureds due to cancellation or accounts paid in full.
- Contact agents via phone, fax, or email to update insureds' mailing addresses, verify contract signatures, and agent contact information.
- Verify premium discrepancies and insureds' status with General Agents on late set-up accounts.
- Advise General Agents when we will send finance checks on last set-up accounts.
- Call, fax, or email agents requesting a copy of signed finance agreements that are missing on file.
**Requirements**
- 3+ years of experience in accounts payable or accounting and customer service.
- Insurance experience and customer service training is preferred.
- High School diploma or equivalent experience.
- Associates degree in Accounting/Business or related field preferred.
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