Entry Level - Customer Service Support (Insurance Industry)

POSITION SUMMARY
The Customer Service Support Agent (CSSA) is the first stepping stone towards developing within The Mahoney Group. This entry level position is responsible for assisting in the support of insurance business for Commercial Lines accounts.

OBJECTIVES

• Provide administrative support services to Account Managers as it relates to client needs
• Maintain and update client files and records within the agency management system
• Prepare and/or process policy related material such as correspondence, late notices, certificates of insurance, ID cards, etc.
• Navigate carrier websites to pull loss runs, claims status reports and policy endorsements.
• Miscellaneous data entry and filing as assigned
• Review and study material to work towards obtaining insurance license
• Attend and participate in internal meetings and complete required training
• Perform other related duties as assigned by management

COMPETENCIES

• Solid verbal and written communication skills
• Excellent organizational skills and the ability to multitask
• Strong computer operating skills and proficiency in Microsoft Office Suite
• Ability to work, collaborate, and communicate with individuals at varying levels across the organization
• Strong customer service skills
• Effective time management skills
• Strong computer operating skills and proficiency in Microsoft Office Suite, and Zoom

EDUCATION & EXPERIENCE

• High school diploma or equivalent
• 1 year of customer service related experience

PHYISCAL REQUIREMENTS
The physical requirements are representative of those that must be met to successfully perform the essential functions of this job.

• Sit at a desk and use a computer for extended periods of time
• Lift and/or move up to 10 pounds and up to 25 pounds on occasion
• Regularly talk to communicate and hear to understand
• Use hands to reach and grasp and use fingers to feel and touch
• Ability to see with close vision and ability to adjust focus

WORK ENVIRONMENT
The work environment characteristics described here are representative of those that may be encountered while performing the essential functions of this job.

Job duties are performed in an indoor office setting with computers, telephones, and copy/print machines. Noise levels are minimal to moderate.

COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, The Mahoney Group recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners