The Client Service Analyst (CSA) provides clients with world class customer service through exceptional communication (both verbal and written). The CSA will accurately process insurance documents and client requests utilizing data entry skills.
Provide exceptional customer service by responding to client requests, via phone and email
Receive oral/written instructions as to work assignments
Review/Audit client reports for deficiencies and compliance issues
Use Microsoft Excel/ Office to perform review of client accounts
Maintain accuracy and performance standards for data input
Provide status to clients, vendors, agent/brokers, and update the systems accordingly
Process insurance documents into computer software system, within acceptable guidelines for accuracy and timeliness
Identify and report to supervisor any systems issues and client related problems
Assist in service of inbound/outbound phone calls with clients, vendors, agents/brokers and answer basic questions for compliance of account
Ability to comprehend insurance policies, cancellations, reinstatements, endorsements, reports, and applications and other insurance related documents
Have confidence to make appropriate decisions to serve their clients