Customer Service Assistant - Retail Trucking Insurance Agency - AF Group – La Palma, CA Campus

Blue Cross Blue Shield of Michigan • Malibu, CA

18d • Hybrid

About The Position

The Customer Service Assistant role is focused on providing excellent customer service for a Retail Truck Insurance Agency. The duties include assisting clients via phone calls and emails, and performing administrative and data entry tasks to support the service of current and potential clients. This is a hybrid position reporting to the AF Group - La Palma Campus.

Requirements

• High School Diploma is required.
• Proficient in Microsoft Office skills including Word, Excel, Outlook and Power Point.
• Professional demeanor, customer service skills and problem-solving abilities are critical to this position.
• Able to understand and carry out instructions.
• Detail oriented.
• Flexible and able to multi-task assignments.

Nice To Haves

• Prior experience in customer service, data entry, administrative and/or clerical role, is preferred.
• Retail Truck Insurance Agency experience preferred.
• After one year of employment, take required courses and pass state exam to receive California Property and Casualty License.

Responsibilities

• Take client phone calls and communicate policy change requests to Team Members.
• Issuing Certificates of insurance for our clients.
• Inputting potential business in our core C1 system as well as various online platforms.
• Creating of policy files in Image Right System.
• Daily / weekly filing of correspondence to Image Right System.
• Process client payments in C1 system, assisting with payments made to Liberty Premium finance via the PBS billing system.
• Manage policy receipt policy, reviews policies for accuracy and emailed or mailed to retail Customers.
• Works effectively on the assigned team.
• System/Software Skills – Must learn all systems and stay current with changes and updates.
• Conduct limited research when necessary.
• Successfully completes basic job specific training as defined in the Policy Services Training Matrix within the first three months of employment.
• Continually maintains 98% or above quality.
• Continually maintains 85-115% metric score with 80-100% time on task.
• Maintains an 80% or above customer service score.
• Ability to interact with others in a professional manner.

Benefits

• We are an Equal Opportunity Employer. We will not tolerate discrimination or harassment in any form.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED