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This role involves addressing customer service concerns, inquiries, and activities in the insurance industry. You will be the first point of contact for customers, tasked with creating a positive customer experience and selling the value of our products and services.
Job Responsibility:
Selling the value of our insurance products and services to retain policyholders
Addressing customer service concerns, inquiries, and activities
Handling inbound and outbound calls to assist customers wishing to cancel their insurance coverage
Resolving service and claims issues for customers
Assisting in the collection of current and past due premiums
Supporting additional call domains such as Claim Inquiry, Policyholder/Policy administration, billing/payments, or Agent servicing as needed
Collecting, documenting, and entering data from and into multiple applications
Providing instructions and setting expectations for policyholders
Meeting or exceeding departmental standards related to quality, average handle time, auxiliary time after call work, and other KPIs
Exhibiting and practicing the Organization's Common Purposes and Shared Traits
Providing feedback to leadership and supporting process improvements
Willingly performing other duties as assigned
Utilizing acquired training and continued experience to service 90% of calls independently
Requirements:
Proficiency in both Spanish and English languages
Proven experience in Customer Service
Proficiency in Data Entry
Experience in Training staff
Knowledge of Operations and Planning
Familiarity with Payment Processing
Understanding of Planning Processes
Commitment to Quality assurance
Experience with Inbound and Outbound Calls
Knowledge of Insurance policies and procedures
Supervising experience
Familiarity with the software 'About Time'
Understanding of Benefit Functions
Demonstrable Leadership Skills
Experience with Hiring Processes
Knowledge of Billing procedures
Understanding of Collection Processes
Experience in Revenue Accounting
Ability to Perform Ad Hoc Financial tasks
Experience with Claim Administration
Understanding of Property management
Knowledge of standard business Practices
Experience in Selling products or services
What we offer:
medical, vision, dental, and life and disability insurance
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