Customer Experience Representative I

Vermont Mutual Insurance • Montpelier, VT

6h • Hybrid

About The Position

The Customer Experience Representative will be instrumental in delivering outstanding support and assistance to agents, insureds, mortgage companies or any external or internal customer. This position encompasses a blend of clerical and technical accounting and underwriting tasks, including processing insurance policy payments, reconciling accounts, and addressing billing inquiries via phone and email. The role involves handling specific policy tasks and responding to general underwriting queries to support the underwriting department effectively.

Requirements

• Associates Degree plus one or more years of relevant experience, or a combination of education and experience from which comparable knowledge and skills are required.
• Strong math skills.
• Customer service oriented.
• Familiarity with computerized accounting systems and various software.
• Proficient typing/data entry and other general clerical skills.
• Ability to work effectively and cooperatively with a variety of company personnel, agents, insureds and others outside of the company.
• Excellent with PC applications, including Microsoft Outlook, Word and Excel.

Nice To Haves

• Basic bookkeeping and/or accounting knowledge and skills including completed courses desirable.
• Previous insurance industry experience helpful.
• Prior telephone customer service experience preferred.

Responsibilities

• Perform various clerical accounting tasks associated with primary accounting functions; processing payments, waiving fees, payment transfer, etc.
• Deliver exceptional customer service via phone and email, addressing a diverse range of inquiries promptly and professionally.
• Assist agents encountering payment issues, system challenges, or questions.
• Review policy endorsements referred for completeness and risk acceptability; acquire additional information as necessary.
• Generate and utilize system-generated reports efficiently.
• Prepare reports, letters, and accounting forms using Microsoft Word, Document Manager, and Excel.
• Process financial data accurately within accounting software.
• Organize and maintain files as required.
• Performs other duties or special projects as required or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 101-250 employees