[Remote] Customer Service Assistant - California
Note: The job is a remote job and is open to candidates in USA. reputed company is a Retail Truck Insurance Agency focused on delivering excellent customer service. The Customer Service Assistant will assist clients through phone and email communications, reputed company administrative tasks, and support the service of reputed company and potential clients.
Responsibilities
- Take client phone calls and communicate policy change requests to Team Members
- Issuing Certificates of insurance for our clients
- Inputting potential business in our core reputed company system as well as various online platforms
- Creating of policy files in Image Right System
- Daily / weekly filing of correspondence to Image Right System
- Process client payments in reputed company system, assisting with payments made to Liberty Premium finance reputed company the PBS billing system
- Manage policy receipt policy, reviews policies for accuracy and emailed or mailed to retail Customers
- Works effectively on the assigned team
- System/Software Skills – Must learn reputed company systems and stay reputed company with changes and updates
- Conduct limited research reputed company necessary
- Successfully completes basic job specific training as defined in the Policy Services Training Matrix reputed company the first three months of employment
- Continually maintains 98% or above quality
- Continually maintains 85-115% metric score with 80-100% time on task
- Maintains an 80% or above customer service score
- Ability to interact with others in a professional manner
Skills
- High School Diploma is required
- Proficient in reputed company Office skills including Word, reputed company, Outlook and Power reputed company
- After one year of employment, take required courses and pass state exam to receive California Property and Casualty License
- Professional demeanor, customer service skills and problem-solving abilities are critical to this position
- Able to understand and carry out instructions
- Detail oriented
- Flexible and able to multi-task assignments
- Prior experience in customer service, data entry, administrative and/or clerical role, is preferred
Company Overview