Receive and handle customer inquiries via inbound/outbound phone calls, email, and/or chat.
Answer questions professionally and assists customers by completing a task or process for them ; Provides exceptional customer service to customers
Independently lead conference calls and meetings with customers
De-escalate frustrated customer situations and finds solutions to provide an exceptional customer experience
Follow established processes and procedures to complete routine and mid-level complexity regulatory compliance and/or client intake tasks in a timely manner on behalf of the client.
This may include gathering and verifying client information, inputting information into a variety of Compliance and/or State web-based systems and forms and completed related reports
Accomplish work in accordance with established procedures (call/email handle times, etc.) and track work and activities in established databases.
Independently resolve low- and mid-level complexity problems escalated by Associates.
Escalate complex problems to senior team member or supervisor and takes initiative to find solutions
Assist with training for new team members, and act as a resource to junior team members through ongoing mentorship and assistance
Collaborate with co-workers and supervisors to meet client needs and contribute to achievement of internal team goals
Look for opportunities to improve processes to better support client and build knowledge and expertise in insurance regulatory compliance
Requirements
High School diploma or equivalent
2-4 years customer service experience
MS Office - Word, Outlook, Access, and strong Excel skills
Prior insurance industry experience preferred
Customer-centric mindset, enjoy providing a service and solving customer problems
Strong written and verbal communication skills, able to convey information to clients and effectively deescalate customer frustrations
Team player mentality and commitment to supporting other team members
Process-focused and detail oriented, committed to accurate documentation
Technological proficiency – able to learn, utilize, and navigate a variety of external and internal systems
Benefits
Generous PTO plan with paid holidays + floating holidays
100% paid Employee Healthcare on Day 1
Eligible for all medical, dental, and vision benefits on Day 1
401k with employer match, vested on Day 1
Opportunity to work for a growing, global organization.
Ability to engage with clients and internal partners to make an impact.
Organization-wide focus on growth and development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.