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Risk Advisor/Customer Service Specialist II Fort Washington, PA
US-PA-Fort Washington
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Risk Advisor/Customer Service Specialist II Fort Washington, PA
Skills: Sales, Customer Service, Handle inbound and outbound calls, Email Management

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Experience level: Mid-senior
Experience required: 4 Years
Education level: Bachelor’s degree
Job function: Accounting/Auditing
Industry: Insurance
Compensation: View salary
Total position: 1
Visa : Only US citizens and Greencard holders

Life, Accident & Health license required and P&C license required 
Demonstrated skills and abilities to be goal-oriented and solve complex issues
Learn multiple products to support revenue growth for program business
Possess excellent written communication skills for customer correspondence
Ability to provide excellent quality service to customers
Demonstrated ability in handling details and key follow up capability
Strong MS Office (Word, Excel and PowerPoint) skills required.
Reporting tools experience- - Analytical experience; reviewing and analyzing report data
Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion
Strong communication, organizational and interpersonal skills
 Ability to work independently and as a team member.

Handle inbound and outbound calls via 800 lines
Respond to customer communication via an email management tool
Maintain service, quality and timeliness standards
Support On the Job Training/new hire onboarding
Utilize quality monitoring programs in Sales/Service
Support implementation of production standards in Sales/Service and cross department as assigned.
Determine customer requirements and expectations in order to recommend specific products and solutions
Interact with other departments on various projects including new programs, products and technology
Lead or participate in special projects as needed
Prepares and reviews operational reports as needed.

Bachelor’s Degree preferred, or commensurate work experience
Four or more years’ experience in sales/customer service supporting multiple Life and Health insurance products
Preferred is a candidate with a minimum of LAH licensing and variable lines product experience.

jonathan thompson
San Diego, CA 92126

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