Customer Service Representative

Heritage Insurance•Tampa, FL

34d

About The Position

Position Summary: Serves as a liaison between external customers, clients and internal staff. Provides exemplary assistance and support; addresses customer issues and ensures effective and long-term problem resolution. Additionally provides clerical and administrative support and works on special projects as assigned.

Requirements

High School Diploma or equivalent is required; Associate's Degree preferred.
4-40 Customer Service Representative Licensure a plus; must be willing and able to ascertain licensure within 6 months.
One year experience in Customer Service area; in the property and casualty segment preferred.
Proficiency with Microsoft Office products required; internet research tools preferred.
Demonstrated customer service focus / superior customer service skills.
Excellent communication skills and ability to interact on a professional level with internal and external personnel
Results driven with strong problem solving and analytical skills. Ability to efficiently navigate through systems and websites to maximize time with callers.
Ability to work in a fast paced environment; and manages changing priorities effectively.
Ability to work within a call center scheduled environment.
Detail-oriented and exceptionally organized
Collaborative partner; ability to contribute to a positive work environment.

Nice To Haves

Fluency in Spanish or other languages a plus

Responsibilities

Communicates with co-workers, management, clients, vendors, and others in a courteous and professional manner.
Participates in special projects as assigned.
Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures.
Responds to the service needs of policy owners, general agents, producers, field personnel and home office employees, maintaining ownership until completed
Acts as primary service contact for customer.
Provides technical guidance, information and procedural advice on a variety of customer service issues requiring knowledge of products and services.
Identifies, recommends, and implements conservation approaches to enhance asset retention and improve persistency.
Responds to telephone or electronic inquiries.
Handles all service requests from customer within service standards.
May need to conduct research to complete service request. Monitors service activity, prepares service reports and troubleshoots technical problems.
Assists in processing policy level transactions within level of authority.