What are the responsibilities and job description for the Customer Service Rep position at ECLARO?
Customer Service Rep.Job Number : 25-03477 Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Customer Service Rep. for our client in Cleveland, OH. ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity! Position Overview : Customer Service Representative - Contract Changes The Representative is expected to work independently with moderate supervision from the manager and assistance from the more senior team members. They will work with other members of the Contract Change Team to provide timely, efficient, and accurate service to policyholders, agents, and employees of related service teams. Responsibilities : Pick up box / boxes of policy contracts daily from mailroom CSR will need to then access the policy records through our mainframe systems Review the paper policy contract to ensure accuracy against the data we have on file (Name, face amounts, riders & premium amounts) If all data is accurate, CSR will place policy pages in binding folder, and bind the contract in the binding machine CSR will then access requests through a specific work queue to print the cover letter and close the work item. If there are any discrepancies, the CSR will need to notate inaccuracies in system and send an email to the original processing analysts to make adjustments Maintain a focus of high quality and production Ensure binders and envelopes do not deplete, advice manager when additional supplies are needed. Qualifications : Accountable, ethical, good decision-making ability Strong written and verbal communication skills required Good computer skills and ability to multitask If hired, you will enjoy the following ECLARO Benefits : 401k Retirement Savings Plan administered by Merrill Lynch Commuter Check Pretax Commuter Benefits Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO If interested, you may contact : Rachelle DayloRachelle.Daylo@eclaro.com6468495173Rachelle Daylo | LinkedIn Equal Opportunity Employer : ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
