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Team Focus Insurance Group logo
Team Focus Insurance Group

Customer Focused. Technology Driven. Relentless Execution.

Customer Service Representative

Customer SupportCustomer SupportOtherRemoteMid LevelTeam 201-500Since 1998H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

94 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Customer Service Representative

Team Focus Insurance Group

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Deliver exceptional customer service in a fast-paced call center environment by handling inbound calls, chats, and task processing from clients and agents regarding all personal lines insurance policies. Responsibilities include, but are not limited to: - Answering policy questions - Processing endorsement changes - Handling cancellation requests - Assisting with policy payments and billing inquiries - Providing requested documentation The role requires the ability to multitask efficiently, maintain accuracy under pressure, and provide a positive client experience while meeting service standards and performance metrics. Qualifications - Two (2) years Agency experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience - Knowledge of Property/Casualty Insurance operations and policy elements preferred - Strong verbal and written communication skills - Proficiency with insurance systems and standard office software - Self-motivated, disciplined, and able to maintain productivity without direct supervision - An active 2-20 or 4-40 license, or industry designation such as CPCU or CIC, is preferred Requirements - Respond to inbound phone calls and chats from clients and/or agents in a professional and timely manner - Provide accurate information regarding policies, coverage, billing, payments, and endorsements - Resolve client inquiries, complaints, and requests efficiently while maintaining a positive customer experience - Process assigned tasks accurately and efficiently, including policy updates, endorsements, cancellations, and other related transactions - Prioritize workload to meet service level agreements and departmental standards - Ensure compliance with company policies, procedures, and regulatory requirements - Collaborate with team members and leadership to share knowledge, improve workflows, and enhance the overall client experience - Participate in training, coaching, and team meetings to maintain skill proficiency and stay current with policies and procedures - Ability to handle difficult or upset clients professionally, using effective de-escalation techniques to resolve issues and maintain positive customer relationships - Strong problem-solving and conflict-resolution skills - Ability to troubleshoot workflow or system issues and provide guidance to team members on technology use Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available

Job Requirements

  • Two (2) years Agency experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience
  • Knowledge of Property/Casualty Insurance operations and policy elements preferred
  • Strong verbal and written communication skills
  • Proficiency with insurance systems and standard office software
  • Self-motivated, disciplined, and able to maintain productivity without direct supervision
  • An active 2-20 or 4-40 license, or industry designation such as CPCU or CIC, is preferred
  • Respond to inbound phone calls and chats from clients and/or agents in a professional and timely manner
  • Provide accurate information regarding policies, coverage, billing, payments, and endorsements
  • Resolve client inquiries, complaints, and requests efficiently while maintaining a positive customer experience
  • Process assigned tasks accurately and efficiently, including policy updates, endorsements, cancellations, and other related transactions
  • Prioritize workload to meet service level agreements and departmental standards
  • Ensure compliance with company policies, procedures, and regulatory requirements
  • Collaborate with team members and leadership to share knowledge, improve workflows, and enhance the overall client experience
  • Participate in training, coaching, and team meetings to maintain skill proficiency and stay current with policies and procedures
  • Ability to handle difficult or upset clients professionally, using effective de-escalation techniques to resolve issues and maintain positive customer relationships
  • Strong problem-solving and conflict-resolution skills
  • Ability to troubleshoot workflow or system issues and provide guidance to team members on technology use

Benefits

  • Medical, Dental, Vision, Life, Pet; Flexible Spending Account
  • Competitive Salaries
  • 401K Match
  • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
  • Short and Long-Term Disability
  • Employee Support Programs, Including Mental Health
  • Tuition Reimbursement
  • Matching Charitable Gift Program
  • Lucrative Referral Program
  • Commuter Benefits
  • Flexibility: Remote and Hybrid Opportunities Available

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