What are the responsibilities and job description for the Customer Service Representative position at ECLARO?
Description :
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.
Primary 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, advise 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
Training & Development :
Customer Service Representatives undergo a comprehensive paid on-site training program to learn about the role and expectations.
Coaching and feedback are provided to help you gain the necessary skills to be successful.
Shift Information :
This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift , our preferred hours of operation are 8 : 15 to 5 : 00
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