Job Description
Job Description
We are searching for a Customer Service Representative to join our team in Alpharetta, Georgia. In this role, you will be tasked with managing client accounts and ensuring the accuracy of our systems while communicating effectively with our clients and carriers.
This role offers a contract to hire employment opportunity.
Responsibilities :
- Manage client accounts effectively and provide essential support to the Account Manager.
- Ensure system accuracy and proper issuance of policies and endorsements.
- Act as an advisor and technician for our sales team.
- Communicate proactively with carriers and clients to address any needs, changes, or updates.
- Gain proficiency in our software platforms and use these tools effectively to manage client information.
- Advise the sales team on the health, risk, and profitability of each account.
- Document all tasks and update applications as necessary.
- Secure and organize all necessary documentation to mitigate potential Errors & Omissions Liability.
- Follow company procedures for all duties and responsibilities and provide feedback for workflow improvements.
- Take on other duties and tasks as assigned to support the team and enhance client satisfaction.
- Proficiency in Microsoft Excel and Microsoft Word
- Experience with data entry and order entry
- Ability to handle both inbound and outbound calls
- Prior experience in a call center customer service environment
- Excellent customer service skills with a customer-centric approach
- Ability to answer inbound calls professionally and courteously
- Proficiency in managing email correspondence
- Ability to schedule appointments effectively and efficiently
- High level of attention to detail and accuracy
- Strong communication and interpersonal skills
- Ability to multitask and prioritize tasks effectively
- Ability to work effectively both independently and as part of a team
- High level of professionalism and integrity.
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