Job Description:
The Service Specialist is an entry level customer support position responding directly or indirectly to policyholder and/or agent inquiries and providing basic processing of customer requests with the primary goal of customer retention.
Key Responsibilities:
- Answer incoming policy holder and agent calls, letters and e-mails regarding billing issues, policy provisions, service questions and general client concerns while maintaining a high level of professionalism and working to establish a positive rapport with every caller
- Recognize new or more complex issues and consult or forward to more experience staff
- Update customer information in the database during and after each call
- Review files, process requested changes and financial transactions, send correspondence with confirmation documentation
- Stay updated on product knowledge, department procedures, company policies and privacy rules
- Process payments by phone
- Perform receptionist duties when needed
- Assist with department and company projects
- Update department letters and assist other departments with letters when needed
- Research policy files/changes to prepare detailed client correspondence and reply to customer complaints
Experience and Qualifications:
- Basic computer skills including Windows and Microsoft Outlook, Word and Excel
- Personable and professional telephone etiquette with the ability to remain courteous with customers at all times
- Must be able to learn, comprehend and apply knowledge of products and procedures
- Strong organizational skills
- Problem solving abilities
- Strong written and oral communication skills necessary
- Self-motivation
Education:
- High school diploma or GED required
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