What are the responsibilities and job description for the Client Service Representative position at Ebix?
The Client Service Representative (CSR) provides clients with world-class customer service through exceptional communication (both verbal and written). The CSR will accurately process insurance documents and client requests utilizing data entry skills.
Duties and Responsibilities
Typical tasks and assignments include but are not limited to the following
Duties and Responsibilities
Typical tasks and assignments include but are not limited to the following
- Provide exceptional customer service by responding to client requests, via phone and email
- Receive oral/written instructions as to work assignments
- Review/Audit client reports for deficiencies and compliance issues
- Use Microsoft Excel/ Office to review client accounts
- Maintain accuracy and performance standards for data input
- Provide status to clients, vendors, agents/brokers, and update the systems accordingly
- Process insurance documents into the computer software system, within acceptable guidelines for accuracy and timeliness
- Identify and report to the supervisor any systems issues and client-related problems
- Assist in service of inbound/outbound phone calls with clients, vendors, agents/brokers and answer basic questions for compliance of account
- Ability to comprehend insurance policies, cancellations, reinstatements, endorsements, reports, applications, and other insurance-related documents
- Have the confidence to make appropriate decisions to serve their clients
- High school graduate or GED required.
- Customer service experience