Customer Service Specialist I
New
A
AonInsurance
Source API remote eligibility restrictions: United StatesFull-TimeEntry
Salary40,000 - 45,000 USD per year
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Job Details
- Experience
- 1-3 years experience in customer service/call center/sales and service supporting multiple insurance products and/or financial services products.
- Required Skills
- Microsoft ExcelCustomer servicePowerPointCRM
Requirements
- Possess an active Property & Casualty Producer license; candidates without a P&C license will not be considered.
- Have 1-3 years of experience in customer service, call center, or sales and service supporting multiple insurance products and/or financial services products.
- Have experience with Professional Liability insurance for healthcare professionals.
- Hold a bachelor’s degree in a relevant field or have equivalent work experience.
- Demonstrate goal orientation and the ability to solve complex issues.
- Be able to multitask and handle details with reliable follow-up.
- Have experience with a CRM system preferred.
- Have strong PC skills and knowledge of Word, Excel, and PowerPoint.
- Be able to identify process efficiencies and handle daily activities thoroughly and accurately.
- Demonstrate critical thinking, sound judgment, and relationship-building skills when evaluating insurance needs and offering products or solutions.
Responsibilities
- Handle inbound and outbound calls via 800 lines for a multi-product Professional Liability portfolio.
- Respond to customer communications by email and written correspondence.
- Maintain service, quality, and timeliness standards.
- Interact with other departments on projects involving new programs, products, and technology.
- Support knowledge management transfer through training, quality, and intranet projects.
- Evaluate customers’ personal and business insurance needs and propose additional products.
- Update customer account or policy information and maintain customer records.
- Reconcile client payments against the policy administration system.
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