Client Service Representative

Department : Client Service

Rate : $12.00 – $15.00 per hour

JOB PURPOSE

POSITION SUMMARY

Are you looking for stability in your work? Do you want to have a career that challenges you to focus and dedicate yourself? Are you laid back, informative, full of data and looking for a workplace that allows you opportunity for professional growth? If you answered YES to all these questions, this Client Service Representative could be a good fit for you.

Windows skills required, proficient in Microsoft Office (including Outlook & Excel), Customer Service phone
skills required.

We are a High Volume, fast paced insurance office that needs a Client Service Representative who values attention to detail and completing tasks. This Client Service Representative position requires an analytical, straightforward person who enjoys technical work. We have a well-structured company with a comfortable work environment.

The Client Service position entails a great deal of interacting with clients, identifying the problem at hand and solving small problems with apparent solutions completely and in an efficient manner. We have a defined process, and the Client Service Representative is an important part of that process. This is a long-term career position with opportunities for growth within the company.

Daily Responsibilities

Insurance Client Service Representative Job Responsibilities

N

High volume outbound daily phone calls

N

Answers a high volume of phone calls daily

N

Processes changes to active policies

N

Provides efficient and effective 5-star customer service

N

Identifying and solving problems

N

Resolve customer enrollment issues as necessary

N

Accurate Entry of customer data into CRM system

N

Create reports for managers

N

Maintains customer confidence during interactions

N

Ensure the privacy and confidentiality of customers and enrollment information

N

Maintain inventory of marketing materials for carriers

N

Meet mandated deadlines

Qualifications and Skills

N

Experience in the Insurance Industry a plus

N

Attention to details

N

Follow through and efficient task completion

N

Completing forms in Adobe Programs

N

Highly focused

N

Excellent Customer Service Skills

N

Meeting goals

N

Ability to learn and maintain product knowledge

N

General math skills

N

Organized

N

Dependable

N

Logical analysis

N

General knowledge and computer technical skills

N

Able to adapt and learn web based programs

N

Proficient in Adobe Reader/Acrobat

N

Experience adapting and following phone scripts

N

Coachable and willingness to learn

N

Ability to multi task with accuracy

N

Attention to detail is required for all data entry

N

Excellent relationship and interpersonal skills

N

Demonstrate problem solving skills and works independently

N

Ability to proficiently utilize technology applications, Sales Force and Microsoft Office Suite

N

Ability to work flexible hours to meet business needs

N

Ability to effectively work within a team

Job Type:

N

Full-time

Experience:

N

Minimum 1-2 years customer service

N

Insurance industry experience (preferred)

N

Insurance Licensed (preferred)

Work Environment

N

Office

Communication Methods

N

Phone

N

Email

N

CRM Software

Benefits

N

Health Insurance

N

Dental Insurance

N

Accrued paid time off

N

Paid holidays

Interview Process

N

Completion of online assessment test

N

Phone Interview

N

Live Interview

N

Initial probationary trial period

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