Customer Service Representative I

This is a fully remote position, open to applicants in New York.

📋 Description

• Process new business, renewals, endorsements, and billing transactions in accordance with established department policies and procedures.

• Engage and collaborate with both internal and external stakeholders professionally when additional information is required, ensuring prompt processing.

• Maintain comprehensive policy documentation and update customer information as needed.

• Rate endorsements and transactions across multiple lines of business.

• Foster and sustain positive customer relations while coordinating with various departments within the organization.

• Execute pre-underwriting tasks for policy transactions based on company processing procedures and underwriting guidelines or carry out preparatory work.

• Order necessary reports for new business, renewals, and endorsements, such as CLUE, MVR, SOCRECARD, DADS, etc.

• Uphold acceptable productivity and quality levels as established by management.

• Carry out all tasks under the guidance of a supervisor.

• Perform other assigned duties as needed.

• Adhere to all corporate policies and procedures.

⛳️ Requirements

• An associate’s degree is preferred; insurance training or basic insurance courses are advantageous.

• Fewer than 2 years of experience in an agency or insurance company is preferred.

• Strong skills in communication, customer service, problem-solving, confidentiality, professionalism, and adaptability.

🏝️ Benefits

• Medical and Prescription Drug Benefit.

• Dental Benefit.

• Vision Benefit.

• Life Insurance and Disability Benefits.

• 401(k) Profit Sharing and Investment Plan.

• Health Savings Account (HSA).

• Flexible Spending Accounts.

• Tuition Assistance, Training, and Professional Designations.

• Company-Paid Family Leave.

• Adoption/Surrogacy Assistance Benefit.

• Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance.

• Student Loan Refinancing Services.

• Care.com Membership with Back-up Care, Senior Solutions.

• Business Travel Accident Insurance.

• Matching Gifts program.

• Paid Volunteer Day.

• Employee Referral Award Program.

• Wellness programs.

• Personal Insurance Discount.