Generally, a minimum of 3 years of Customer Service or Contact Center experience, with a focus on data entry, email, and/or live chat servicing
Excellent written & verbal communication skills
Proficient keyboard skills with a typing speed of 40+ WPM
Responsibilities
Processes incoming insurance documents, accurately entering customer information into internal systems
Handles inbound and outbound phone calls to address customer inquiries and follow-up on documentation or account issues
Reviews and replies to correspondence received through email customer service channels
Researches and resolves simple to moderately complex concerns and inquiries in real-time for customers and policyholders; refers more complex issues to more experienced staff
Determines the best method to resolve issues to ensure customer satisfaction and adherence to the organization’s policies
Coordinates problem resolution with necessary internal and external teams
Documents and updates customer records based on interactions
Works within guidance to arrange and prioritize activities to meet business objectives
Participates in team initiatives and shares feedback to improve processes and customer experience