Customer Service Representative (Hacienda Sodzil Norte)

DEPARTMENT : Customer Service

POSITION REPORTS TO : Director of Customer Service

The Customer Service Representative will perform duties primarily related to the efficient and accurate maintenance and processing of customer accounts.

Job Scope

This position requires the team member to perform duties with minimal supervision while operating from the established direction and instruction of the Customer Service Manager, Director of Customer Service, VP of Customer Service, and agency manual. Daily decisions required by this position are typically made by following general company policy, insurance contract requirements, company underwriting guidelines, insurance laws (State or Federal), as well as independent decision making or judgment.

Primary Responsibilities

• Manage day-to-day activities related to customer insurance accounts
• Process daily policy changes and make updates to the system specifically for Agency and Direct Bill Endorsement Processing
• Proofs - Additional Insured, Loss Payee, Standard Certificates, and Auto ID cards
• Endorsement Process (activity flow, qualification, add/delete, follow ups)
• Maintain records of communication pertaining to client’s account through the agency management system (AMS) using correct Service team acronyms and description templates as they apply
• Work with account onboarding team to process all new and renewed tasks and activities for client accounts
• Assist other service team members as needed with account related workflow items
• Follow company designated protocols for the Customer Service Team including processing of changes, certificates, and other client service-related tasks
• Processing of customer accounts and activity dashboard management
• Maintain compliance with external and internal policies

Benefits

• Estacionamiento gratuito
• Opción a contrato fijo

Schedule

• Diurno
• Turno de 8 horas

Language

Inglés (Obligatorio)

Location

Empleo presencial

Position Type

Tiempo completo

Salary

$12,000.00 al mes