A customer service representative is a valuable role to the function of the office. This is the main point of contact for our clients and customers. Duties would include taking payments, assisting customers with policy questions, running reports, and general office responsibilities.

Key Responsibilities

Client Relationship Management:

Maintain strong relationships with existing clients and provide ongoing support.

Address client concerns and policy payment questions promptly and professionally.

Sending out cards to clients for birthdays, special notices, and holidays.

Policy Assistance:

Assist clients with the any questions about their policy or the claims process.

Communicating with insurance companies and ensuring timely resolution.

Accept payments and process transactions according to company procedures.

General Office:

Assisting walk in clients with payments, policy questions, and general information.

Preparing the daily bank deposit.

Updating client data in the system.

Filing of client forms and paperwork.

Compliance and Regulation:

Ensure compliance with company policies and procedures, as well as insurance providers.

Product Knowledge: Demonstrated understanding of our insurance products and services. Being educated as to the products we offer is a key factor in this position. For each of the providers we work with it is your responsibility to become familiar with the products offered and how they will benefit our customers.

Team Collaboration: Your ability to work collaboratively with colleagues and support team goals. Team collaboration is an essential aspect of our work environment. Team collaboration includes working with co-workers and colleagues to achieve office goals and expectations.

Communication: Effective communication with clients and colleagues is critical to the success of the company. This encompasses both verbal and written communication as well as active listening. Be proactive in ensuring that communication is both properly received and given.

Demonstrate Professionalism: Exhibit professionalism in your interactions with clients, colleagues, and superiors. This includes all aspects of behavior, actions, and communication with clients, co-workers, colleagues, managers, insurance providers, etc.

Requirements:

Customer Service experience required.

Excellent Communication/interpersonal skills

Confident, self-starter who works well independently.

Must have ability to multi-task.

Good organizational skills.

This job description provides a general overview of the responsibilities and qualifications of a customer service representative. Other duties may be assigned as needed to support the office and staff.

Bilingual- Spanish is highly preferred

Job Type: Part-Time to Full Time

Salary commensurate with experience

Office Hours: 8am- 5pm / Monday - Friday

Benefits:

• Paid time off

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