Customer Service Representative I
About The Position
The incumbent is responsible for providing effective customer service and administrative support in order to maintain business relationships between the Company and its policyholders, agents and claimants by answering questions, solving problems and providing advice and/or assistance via telephone. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Answer inbound calls in order to identify customer needs, clarify information, research issues, and provide solutions/alternatives in a timely, efficient manner. 2. Provide support and information to customers and agencies regarding policies, initiating policy endorsement changes, answering billing and rate-related questions, establishing first notice of loss (FNOL) claims and responding to other related queries. Communicate feedback via email and/or fax, as needed. If licensed, may explain policy coverage. 3. Prepare and mail letters to customers, agents and mortgagees regarding topics such as policy suspension, change requests, and no loss affidavits. Document all conversations within the database in a detailed, factual, clear, and readable manner. 4. Process policy payments, cancellations, rejected payments and nonsufficient fund items, ACH sweep payments, refunds and write-offs, and verify accuracy of same. 5. Perform data entry for payments, cancellations, reinstatements, finance agreements, and account adjustments in sync with Company standards and best practices. 6. Responsible for meeting personal/team qualitative and quantitative targets set by the department.
Requirements
- One year of related, applicable experience or training, specifically in customer service and/or insurance
- High school diploma or general education degree (GED) equivalent
Nice To Haves
- Fluency in Spanish
- May require license dependent on duties performed
Responsibilities
- Answer inbound calls in order to identify customer needs, clarify information, research issues, and provide solutions/alternatives in a timely, efficient manner.
- Provide support and information to customers and agencies regarding policies, initiating policy endorsement changes, answering billing and rate-related questions, establishing first notice of loss (FNOL) claims and responding to other related queries. Communicate feedback via email and/or fax, as needed. If licensed, may explain policy coverage.
- Prepare and mail letters to customers, agents and mortgagees regarding topics such as policy suspension, change requests, and no loss affidavits. Document all conversations within the database in a detailed, factual, clear, and readable manner.
- Process policy payments, cancellations, rejected payments and nonsufficient fund items, ACH sweep payments, refunds and write-offs, and verify accuracy of same.
- Perform data entry for payments, cancellations, reinstatements, finance agreements, and account adjustments in sync with Company standards and best practices.
- Responsible for meeting personal/team qualitative and quantitative targets set by the department.
Benefits
- Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match.
- CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more.
- Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
