Client Service Representative (CSR):
At The Capitol Group of Companies, we are an established insurance industry provider dedicated to exceptional customer service. That's why we are looking to hire a Client Services Representative to ensure that every interaction with our company exceeds our customers' expectations for our growing commercial insurance division. This position serves as a bridge between our customers' needs and our services, striving to not just meet but exceed their expectations. We are seeking candidates who are committed to going the extra mile for our customers, leaving no stone unturned in solving their challenges and making them feel valued.
Objectives of this role
· Assist with creating and implementing processes
· Various data entry tasks
· Drive a seamless customer experience that creates positive sentiment for our company
· Develop in-depth knowledge of our services, provide informative support, and tailored recommendations to employers and employees alike
· Collaborate with our VP, Business Insurance Division
· Maintain accurate entry of demographic/participant data into our system
Responsibilities
· Manage client conversations to support a high level of turnaround for requests such as COIs and indorsements
· Answer client inquiries such as simple billing inquiries
· Manages divisional tools such as leads software, and case management tools
· Monitors and notifies renewals as per guidelines
· Provide various clerical and administrative support services.
Required skills and qualifications
· Must have a valid and active Property and Casualty license at time of start with 2+ years of experience
· Strong written and verbal communication skills
· Friendly and empathetic demeanor
· Exceptional problem-solving ability, backed by good judgment
· Proficiency with MS Excel and other Microsoft office products
· Ability to multi-task in a fast-paced environment.
· Ability to respond to customer questions
· Ability to collaborate across departments and teams
Preferred skills and qualifications
· Experience in a customer-facing role, preferably handling customer service, care, or success
· Proven track record of delighting customers and exceeding their expectations
· Excellent attention to detail
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Shift:
Experience:
- Commercial Property and Casualty: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
Work Location: Remote
