19 Apr
Customer Service Representative
Florida, Verobeach , 32960 Verobeach USA

Vacancy expired!

Position Summary: The Service Coordinator will need to evaluate, implement and issue various policy changes, as well as the policy itself, to the agents in a way to best serve both the agent and our mutual client. As a part of this team, they will be responsible for issuing all policy documentation and maintaining the record through the life of the policy. Working as a team with other departments and/or offices is critical to help the organization achieve a common goal. This position will represent Orchid in the most positive manner with prospective and current clients and the communities we serve.

Essential Functions:
  • Answer phones and emails to solve customer service issues, questions, or concerns
  • Create and issue new and renewal insurance policies and invoices
  • Obtain and organize documentation required by states and/or carriers
  • Process and issue endorsements and invoice when applicable
  • Process cancellations and invoices
  • Issue notices of cancelation and non-renewals in accordance with state specific guidelines
  • Evaluate documentation and information to determine compliance with regulations or standards
  • Create and maintain electronic customer files
  • Reflects a positive attitude toward others
  • Handles confidential information with tact and discretion
  • Partner with other departments, agents and carriers to resolve issues and address needs
  • Audit interactions to ensure accuracy of customer and policy files
  • Create and revise Standard Operating Procedures for all tasks performed
  • Cross train with peers and other departments
  • Other duties as assigned to help achieve team goals

Requirements:
  • High School diploma or equivalent
  • Associates degree or higher preferred
  • Aptitude to learn multiple computer systems
  • Aptitude to learn a large volume of insurance underwriting concepts
  • Proficiency with Microsoft Office Package (Excel, Word, Outlook)
  • Ability to work independently or in a team environment to achieve common goals
  • Knowledge of data processing capabilities and procedures

Competencies:
  • Customer Service
  • Written and Oral Communication
  • Planning/Organizing
  • Problem Solving
  • Innovation

Position Summary: The Service Coordinator will need to evaluate, implement and issue various policy changes, as well as the policy itself, to the agents in a way to best serve both the agent and our mutual client. As a part of this team, they will be responsible for issuing all policy documentation and maintaining the record through the life of the policy. Working as a team with other departments and/or offices is critical to help the organization achieve a common goal. This position will represent Orchid in the most positive manner with prospective and current clients and the communities we serve.

Essential Functions:
  • Answer phones and emails to solve customer service issues, questions, or concerns
  • Create and issue new and renewal insurance policies and invoices
  • Obtain and organize documentation required by states and/or carriers
  • Process and issue endorsements and invoice when applicable
  • Process cancellations and invoices
  • Issue notices of cancelation and non-renewals in accordance with state specific guidelines
  • Evaluate documentation and information to determine compliance with regulations or standards
  • Create and maintain electronic customer files
  • Reflects a positive attitude toward others
  • Handles confidential information with tact and discretion
  • Partner with other departments, agents and carriers to resolve issues and address needs
  • Audit interactions to ensure accuracy of customer and policy files
  • Create and revise Standard Operating Procedures for all tasks performed
  • Cross train with peers and other departments
  • Other duties as assigned to help achieve team goals

Requirements:
  • High School diploma or equivalent
  • Associates degree or higher preferred
  • Aptitude to learn multiple computer systems
  • Aptitude to learn a large volume of insurance underwriting concepts
  • Proficiency with Microsoft Office Package (Excel, Word, Outlook)
  • Ability to work independently or in a team environment to achieve common goals
  • Knowledge of data processing capabilities and procedures

Competencies:
  • Customer Service
  • Written and Oral Communication
  • Planning/Organizing
  • Problem Solving
  • Innovation

Vacancy expired!

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