Insurance Specialist I

SGS_JOB_2438

Admin/Clerical
Remote
Outlook and Excel

Contract - 1 Year

The Insurance Specialist role is responsible for providing front line, direct contact with clients and customers. This is principally done through receiving e-mails; however, mail, express delivery, fax and other electronic methods are also possible means of communication. Generally, uses computerized system for tracking, information gathering and/or trouble shooting the items raised by the client/customer. Recognizes consistent problem areas and reports to higher level for action. Responds in a timely manner. Assists the client/customer in moving through the claims process. Assesses the need for providing information or education to the customer

Job Responsibilities:

  • Responsible for processing inbound e-mails for initial reporting of claims by policyholder, client, or other.
  • Provides status on existing policies to either policyholder and/or client.
  • Updates computer records in order to maintain data integrity of information.
  • Resolution of customer issues and refers escalated items to higher levels for guidance.
  • Researches information in order to provide customers with basic data related to policies.
  • Maintains client relationships via quality customer service and timely processing of additional requests through fax/email.
  • Knowledgeable of products related to homeowners’ business and additional product/services associated with the company.
  • Other duties as assigned by management and may support other departmental areas based on business need.
  • Knowledgeable of multiple applications including mainframe and windows based systems.

Skills:

  • Computer literate with emphasis on Microsoft Office software (especially Outlook and Excel) and Windows.
  • Knowledge of insurance industry is a plus.
  • Understanding of call center environment and importance of service standards.

Education/Experience:

  • Minimum 6 months - 2 years of customer service related experience. Doesn’t have to be in a call center environment, but that is a plus.

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