CUSTOMER SERVICE PARTNER

Responsibilities

• Answers customer requests over the phone or email on various topics across all core functions with a sense of urgency.
• Works closely with the Direct Sales Force and broker partners to accurately expedite new business application input with offshore partners.
• Manages a large portfolio of policies with key responsibilities to include:
• Communication with the Direct Sales Force and broker partners in regards to policy renewal changes, policy construction & policy distribution
• Responsible for managing collection of past due invoices and other policy items for assigned portfolio
• Identifies process improvements based on exposure to client issues and concerns that directly impact retention and new business production
• Support implementation of Voice of the Customer initiatives in the region

Qualifications and Skills

• Bachelor’s Degree preferred
• 1-2 years of Customer service or administrative experience
• Spanish speaking is a plus
• Highly computer literate with proficiency in Word, Excel and similar software.
• Exceptional internal & external client service mentality
• Excellent trouble shooting skills
• Ability to assimilate and apply information from multiple functions
• Excellent written and verbal communication skills
• Excellent technical and analytical skills
• Proven ability to manage multiple work functions in a high volume setting
• Self motivated & team player
• Strong people skills and ability to manage external customers including broker partners and internal agents
• High level of organization
• High level of computer literacy with an ability to quickly acclimate to new systems.
• Prior customer service experience
• Looking for candidates that possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes (Generative) Artificial Intelligence or GenAI or AI
• Data Analysis (Microsoft) Copilot
• Chat