Client Success Representative
HirefinderRPO - dallas, TX
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Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.Customer Success Representative Job Responsibilities:• Answers a high volume of phone calls daily.• Processes changes to active policies.• Provides efficient and effective 5-star customer service.• Enters client data into insurance quoting systems, keeping data accurate.• Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation.Ideal candidates will possess the following:• 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.• Property and Casualty license• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.• Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions• Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.• Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.• Excellent communication skills• Well-organized with good follow-through to completion• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe ReaderAcrobat. Able to adapt and learn new, web-based, computer software programs.
Created: 2024-10-05