- Handle inbound customer inquiries by phone, email, or chat.
- Resolve customer issues and policy-related questions, escalating complex cases as needed.
- Follow up on open items and close customer interactions properly.
- Use AMS 360 to access, update, and manage customer and policy records.
- Process policy changes, endorsements, renewals, and cancellations in AMS 360.
- Maintain data integrity and flag record discrepancies for review.
- Generate reports and retrieve information from AMS 360 for internal and client needs.
- Maintain organized documentation and support data entry, record updates, and workflow coordination.
- Identify recurring customer issues and share them with the team for process improvement.
Customer serviceData entry