Job Description

As a Customer Service Representative; the associate has to handle inbound calls within guidelines/goals established by the client and management. This position requires excellent communication skills; an enthusiastic approach to customer interactions; the ability to effectively handle information requests, compliments and complaints with a positive attitude and attention to detail.

Responsibilities:

• Receive requests from 3rd party/customers entities through calls and provide responses with the required documents to the requestor via call/mail/email/fax.


• Provide responses to insurance policy-related questions


• Make outbound calls (if required) to confirm policy-level / coverage-level changes


• Submit changes on existing policies


• Set up a reminder and follow up with customer on timely manner

Qualifications: (Please list all required qualifications)

a) High School Diploma or GED equivalent,

b) Active Property & Casualty Personal Lines license for Ohio is a MUST. Any other state license is added advantage.

Questions for Internal and Total Rewards:

• Total years of experience required for position: 0 - 1 year of customer service in a retail and/or financial services environment

• Relevant years of experience: Prefer 6-months of customer service experience

• Location for the position: (City, State) TBD

• Will this position have any employees reporting into them? If yes, please provide the type of roles reporting into the candidate No

• Who will this position report in to? (Supervisor Name, Emp #, Job Title)

• Will this role have a revenue responsibility? If so what is the target $M per annual? N/A

• What is your recommendation on the grade for this position? BPO 1 or BPO 2

• Are there any other notable facts about this role that may be helpful in measuring the criticality? N/A