Customer Service Representative

This role offers a contract to hire employment opportunity.

• Manage client accounts effectively and provide essential support to the Account Manager.
• Ensure system accuracy and proper issuance of policies and endorsements.
• Act as an advisor and technician for our sales team.
• Communicate proactively with carriers and clients to address any needs, changes, or updates.
• Gain proficiency in our software platforms and use these tools effectively to manage client information.
• Advise the sales team on the health, risk, and profitability of each account.
• Document all tasks and update applications as necessary.
• Secure and organize all necessary documentation to mitigate potential Errors & Omissions Liability.
• Follow company procedures for all duties and responsibilities and provide feedback for workflow improvements.
• Take on other duties and tasks as assigned to support the team and enhance client satisfaction. • Proficiency in Microsoft Excel and Microsoft Word
• Experience with data entry and order entry
• Ability to handle both inbound and outbound calls
• Prior experience in a call center customer service environment
• Excellent customer service skills with a customer-centric approach
• Ability to answer inbound calls professionally and courteously
• Proficiency in managing email correspondence
• Ability to schedule appointments effectively and efficiently
• High level of attention to detail and accuracy
• Strong communication and interpersonal skills
• Ability to multitask and prioritize tasks effectively
• Ability to work effectively both independently and as part of a team
• High level of professionalism and integrity.