What are the responsibilities and job description for the Customer Service Specialist position at U.S. Retirement & Benefits Partners?
The Customer Service Specialist is responsible for providing exceptional customer service to clients and agents.
This includes answering calls and emails, resolving issues, and communicating in a timely and professional manner.
The key responsibilities of this role include:
- Responding to requests from clients and agents
- Sending enrollment material packets to Direct Pay accounts/clients
- Reviewing submitted applications for completeness and accuracy
- Providing client payment information to the Accounting department
To succeed in this position, you should have:
- A high school diploma or equivalent
- At least one year of experience in an office environment, preferably in the insurance industry
- Excellent written communication skills
- Proficient computer skills using Excel and Word
We value teamwork and collaboration, and encourage our employees to share their ideas and expertise to drive success.
