What are the responsibilities and job description for the Client Service Representative position at Customer Service Division?
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 :
- 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 Requirements :
- 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