The Customer Service Representative provides customer service to clients, in addition to assisting and supporting the account management team with a wide range of responsibilities and tasks including:
• Provide administrative support to Account Executive and Account Manager.
• Assist Account Executives/Managers in coordinating all aspects of client activities.
• Provide exceptional customer service by communicating and responding to clients and carriers in a timely manner via phone or email.
• Handle multiple types of customer experience inquiries, resolve service concerns, document customer requests, and complete changes to policies which do not require a license.
• Effectively manage claim inquiries and follow up.
• Contact insurance carriers for acknowledgement, status, and potential escalation for pending claims.
• Assist with billing retrieval and follow up with clients for payments and documentation.
• Assist with Mortgagee change requests.
• Assist with documentation for quotes received, policies issued and endorsements.
• Assist account management team with eligibility requests.
• Assist with billing audits and correcting errors by providing the necessary documentation.
• Enter and update client policy information in agency management system Epic.
• Update and organize client files and records.
• Data entry and research.
• Assist with projects as needed to support team and agency.
PLEASE READ: This is a full-time position with an expectation to be online and available from 8:30 AM to 5:30 PM EST (15:30 to 00:30 Beirut Time) Monday through Friday. This role has a salary of $1300/month.
All your information will be kept confidential according to EEO guidelines.
Job details are sourced from the employer's original posting.
Open job posting