Customer Service Representative providing positive experiences in insurance support via phone calls. Handling policy inquiries and maintaining customer relations on a hybrid schedule.
About the role
- Support Sales force and manage onboarding of agents, providing customer service and reconciling reports. Ensures compliance and develops administrative processes for efficiency.
Responsibilities
- Provide support to Sales force and department including generating and reconciling reports, onboarding agents
- Manage and/or monitor the onboarding process of agents including resolving contracts with partner carriers
- Provide customer service to agents by responding to questions, providing information, resolving issues
- Develops, reconciles, compiles, and distributes reports including consolidating multiple partner carrier reports
- Responsible for reviewing and identifying carrier communications and communicating with distribution(s)
- Ensures compliance and documentation is accurate by reviewing and assessing gaps
- Manage quality assurance process including pulling, listening, and scoring calls based on defined criteria
- Continually monitors the status of submitted applications to ensure efficient processing
- Plans, coordinates, and executes administrative projects to support the business
Requirements
- High school diploma or equivalent
- 3+ years' experience in customer service, sales/sales support or related field OR Bachelor's degree in business or related field
- Experience working with MS Office products of Excel, Word and PowerPoint
- Sales support, customer service, and/or insurance industry experience or knowledge, a plus.
Benefits
- Hybrid availability
- 401(k) with generous, full vested company match
- Health insurance
- Paid time off, holidays
- Volunteer time off
- Lifestyle Spending Account (LSA)
- Paternal leave
- Legal insurance
- EAP
- Travel accident insurance
- Growth opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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