Customer Experience Representative I
About The Position
The Customer Experience Representative delivers support and assistance to agents, insureds, mortgage companies, and other internal or external customers. The role combines clerical accounting and technical accounting and underwriting tasks, including processing insurance policy payments, reconciling accounts, and responding to billing inquiries by phone and email. It also handles specific policy tasks and general underwriting questions to support the underwriting department. The position typically offers a hybrid work arrangement, with 50% of work in the office and 50% remote, subject to manager scheduling and the remote environment and connectivity meeting company requirements. It is predominantly sedentary in a professional office setting, with frequent computer work, keyboarding, and phone use; physical demands are minimal and typical of comparable roles.
Requirements
- An associate degree plus one or more years of relevant experience, or a comparable combination of education and experience.
- Strong math skills.
- Customer-service orientation.
- Familiarity with computerized accounting systems and various software.
- Proficient typing, data entry, and general clerical skills.
- Ability to work effectively and cooperatively with company personnel, agents, insureds, and other external contacts.
- Proficiency with PC applications, including Microsoft Outlook, Word, and Excel.
Nice To Haves
- Basic bookkeeping and/or accounting knowledge and skills, including completed courses.
- Previous insurance industry experience.
- Prior telephone customer service experience.
Responsibilities
- Perform clerical accounting tasks, including processing payments, waiving fees, and transferring payments.
- Provide customer service by phone and email, responding promptly and professionally to a range of inquiries.
- Assist agents with payment issues, system challenges, and questions.
- Review referred policy endorsements for completeness and risk acceptability, and obtain additional information as needed.
- Generate and use system-generated reports.
- Prepare reports, letters, and accounting forms using Microsoft Word, Document Manager, and Excel.
- Process financial data accurately in accounting software.
- Organize and maintain files.
- Perform other duties or special projects as required or assigned.
Benefits
- Incentive compensation eligibility
- Benefits eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
