Customer Service Representative (Insurance)

Contract to Hire

Irving, TX (Onsite)

Position Responsibilities

Contract Entry

Contract Transfers

Contract Cancellations

General upkeep of assigned Producer groups

Client Services – Inbound Phone Line incl. voicemails and Email support

Provide administrative Agency, Dealership, Sales, and Consumer Support

Accounting software - Cash Application

Monthly Partner Invoicing

Financial Refunds and Adjustments preparation

Requirements

2-3 years of experience in client services or a similar role

Ensuring a positive and professional client service experience

Proficient in Microsoft Office Suite Programs

NetSuite Accounting Software experience a plus

Communication Skills

Problem Solving & Critical Thinking

Keen attention to detail

Positive attitude, ability to collaborate with other divisions and provide excellent customer service

Ability to multi-task, prioritize and meet assigned deadlines

Ability to build relationships with clients and internal departments

Ability to thrive as a self-starter in a start-up environment

A constant desire to learn and improve