Customer Service Representative

3 weeks ago


Yuma, United States Robert Half Full time
Job DescriptionJob DescriptionWe are in the process of recruiting a Customer Service Representative to join our team in the insurance industry. Our office is situated in Walnut Creek, California. In this role, you will be a key player in maintaining customer satisfaction by addressing their inquiries and ensuring their records are accurate and up-to-date. This role provides a long-term contract employment opportunity.

Responsibilities:
• Efficiently and accurately process customer credit applications
• Maintain and update customer credit records in a timely manner
• Build and nurture detail-oriented relationships with clients, account managers, and producers
• Contribute actively to efforts aimed at deepening client relationships
• Identify, research, and resolve escalated client issues
• Assist in the remarketing of renewals to retain high levels of account retention
• Order renewal policies and handle endorsements, ensuring accuracy and timely billing
• Follow up on new business submissions with carriers
• Issue standard certificates of insurance and other forms for policyholders
• Monitor payment status of direct bill policies to avoid cancellations
• Check audits for accuracy and review with agency staff as necessary
• Order motor vehicle reports and loss runs as directed
• Handle client inquiries via calls and emails, providing exceptional customer service.

• Needs Active Property and Casualty Insurance in Arizona

Demonstrated experience in responding to inbound calls in a timely and detail-oriented manner.

• Prior experience in a call center providing customer service is essential.

• Exceptional customer service skills, with a focus on delivering high-quality customer experiences.

• Proficiency in data entry, with a high level of accuracy and attention to detail.

• Experience with email correspondence, able to respond to customer inquiries in a detail-oriented and efficient manner.

• Familiarity with managing both inbound and outbound calls, adept at multitasking and prioritizing tasks.

• Proficiency in Microsoft Excel, able to use advanced functions for data analysis and reporting.

• Proficiency in Microsoft Word, able to create, edit, and format documents effectively.

• Experience in order entry, able to accurately process customer orders and maintain records.

• Ability to schedule appointments effectively, ensuring smooth operations and minimizing scheduling conflicts.



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