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Licensed Customer Service Representative
Location
United States
Posted
94 days ago
Salary
0
Seniority
Mid Level
Job Description
Licensed Customer Service Representative
MSI
• Takes incoming and outbound calls • Processes and replies to Customer Service emails as assigned • Takes payments for policies • Makes changes and endorsements to policies • Documents all activity in the on-line client file • Provides prompt, efficient, high-quality service to all clients • Resolves product or service problems by clarifying the customer’s complaint • Attracts potential customers by answering product and service questions • Makes suggestions about other products and services based on client needs • Maintains a quality result by following established procedures • Open, cancels, and updates client policy information based on requests • Provides system and procedure training to new colleagues • Continuously evaluates current processes for improvement and/or efficiency • Handles complex client escalations for colleagues ensuring client satisfaction
Job Requirements
- Minimum of 2 years of Customer Service experience and/or 1 year of Call Center experience
- Must have Personal Lines Insurance License
- The ability to learn appropriate firm software systems.
- The ability to learn insurance products and grow in product knowledge.
- The ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms.
- Capable of multi-tasking and prioritizing workloads while adhering to deadlines.
- The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
- Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
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