Team Focus Insurance Group logo
Team Focus Insurance Group

Customer Focused. Technology Driven. Relentless Execution.

Customer Service Representative

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

Location

California + 3 moreAll locations: California | Colorado | New York | Washington

Posted

9 days ago

Salary

0

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

Customer Service Representative

Team Focus Insurance Group

• Deliver quality customer service by answering inbound calls or chats from clients and/or agents for all personal lines insurance policies including (but not limited to) answering policy questions, endorsement changes, cancellation requests, policy payments/billing questions, providing requested documentation • Diagnose customer requests at a foundational level, provide solutions and use a structured thought process to achieve results while balancing customers’ needs with company/carrier guidelines. • Manage call metrics which include (but not limited to) call quality, average handle time, availability, hold times, as set by department standards. • Prioritizes and manages workflow to ensure efficient, timely, and accurate process of transactions while adhering to the standard operating procedures. • Develops successful customer relationships via the telephone and/or chat and ensures the highest level of customer service. • Takes ownership of each call, handling until resolution is reached; includes follow-up as necessary to ensure the actions promised to caller are completed. • Utilizes knowledge of automated systems to review and issue non-premium bearing endorsements as well as answer questions, document conversations and document files. • Requests additional documentation necessary for the processing of endorsements and cancellations. • Communicates effectively with individuals/teams in the program to ensure high quality and timely expedition of customer requests. • Reviews, organizes and forwards information to other areas for handling or consideration. • Assists agents with policy related questions and assists agents with system related questions.

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.

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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