Job Description:

The Client Service Representative (CSR) provides clients with world-class customer service through exceptional communication (both verbal and written). The CSR will accurately process insurance documents and client requests utilizing data entry skills. Duties and Responsibilities: Typical tasks and assignments include but are not limited to the following: • Provide exceptional customer service by responding to client requests, via phone and email • Receive oral/written instructions as to work assignments • Review/Audit client reports for deficiencies and compliance issues • Use Microsoft Excel/ Office to review client accounts • Maintain accuracy and performance standards for data input • Provide status to clients, vendors, agents/brokers, and update the systems accordingly • Process insurance documents into the computer software system, within acceptable guidelines for accuracy and timeliness • Identify and report to the supervisor any systems issues and client-related problems • Assist in service of inbound/outbound phone calls with clients, vendors, agents/brokers and answer basic questions for compliance of account Requirements: • Ability to comprehend insurance policies, cancellations, reinstatements, endorsements, reports, applications, and other insurance-related documents • Have the confidence to make appropriate decisions to serve their clients • High school graduate or GED required. • Customer service experience