1159 - Customer Service Representative
About The Position
As a Customer Service Representative, you will answer incoming calls in a fast-paced call center environment, build relationships with clients and agents, and process payments and complex service requests. The position is primarily remote, with periodic time required in the assigned Company office in Binghamton, NY, or Houston, TX. Responsibilities include researching and resolving customer inquiries; processing billing requests, payments, loans by phone, insurance verifications, policy summaries, and other service requests; following up for missing items or funds needed to bring policies up to date; and maintaining records of customer interactions and transactions.
Requirements
- At least 3 years of customer service experience.
- Experience in the insurance industry or a call center environment.
- Basic knowledge of Microsoft Word and Excel.
- Excellent written and verbal communication skills.
- Excellent data-entry skills.
- Ability to perform work accurately and thoroughly.
- Ability to pay close attention to detail.
- Ability to prioritize and organize a heavy workload.
- Ability to work a flexible schedule with occasional overtime.
- Associate’s degree in business or a related field.
Nice To Haves
- At least 1 year of accounting experience is preferred.
- Fluency in Spanish is a plus.
Responsibilities
- Answer incoming calls and support resolution by answering questions, conducting research, and initiating additional processes as needed.
- Build relationships with clients and agents.
- Process billing requests, including account-number and payment-type changes, refunds, premium payment histories, value quotes, form requests, policy reprojections, taxable gain calculations, policy conservation, and mailing Electronic Funds Transfer forms.
- Process manual premium payments and other service requests by check or by phone using a checking or savings account.
- Process loan-by-phone requests.
- Handle SML website inquiries, including inquiries forwarded by Corporate Communications from the public website.
- Complete insurance verifications and policy summary requests.
- Make follow-up calls to request missing items and funds needed to bring policies up to date.
- Maintain records of customer interactions and transactions.
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What This Job Offers
Job Type
Full-time
Education Level
Associate degree
