Underwriting Customer Service Representative

Integrity•Clearwater, FL
•Onsite

About The Position

Provide customer service support for the Underwriting Department. Provide prompt and courteous customer service as well as responsible for the assistance with various clerical duties in support of the department staff.

Requirements

  • High school diploma or GED equivalent
  • Up to 2 years of proven customer support experience
  • Strong phone contact handling skills and active listening
  • Familiarity with Microsoft Office products
  • Ability to adapt and respond to different types of people and tasks
  • Excellent communication and documentation skills
  • Ability to multi-task, prioritize, and manage time effectively and efficiently
  • Reliable transportation and the ability to be punctual and dependable
  • Ability to work scheduled shifts, rotate schedules with other employees for proper department staffing needs and work overtime as needed.
  • May have agent license but no active appointments

Nice To Haves

  • Medical insurance background preferred

Responsibilities

  • Answering and documenting phone calls from a call center environment
  • Make outgoing calls to verify application information with the applicant(s) or agent(s).
  • Type letters or send agent portal messages for amendments, additional requirements, declines, not taken application or policy and not in good order application problems.
  • Follow up on requirements timely.
  • Process Check Requests for declines, not taken application or policy and overpayments.
  • Process and input additional cash with application (CWA).
  • Follow-up on application and agent problems.
  • Calculate premium difference and rates using mathematical skills: ability to add, subtract, multiply and divide.
  • In a workflow system, match facsimiles and mail received to the appropriate file.
  • Follow-up on all and process pending requirements when received including updating the admin database appropriately.
  • Process applications with stop payments placed on the check or checks returned due to NSF.
  • Work in a fast-paced environment while demonstrating critical and analytical thinking capabilities.
  • Provide support in data entry and assist with quality control processes during periods of high volume to ensure accuracy and timely processing.

Benefits

  • competitive compensation package
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