Customer Service Representative

Responsibilities

• Answer inbound calls from insureds and agents regarding billing questions, payments, account information, and coverage related inquiries
• Process insured payments and maintain accurate account records
• Create and prepare deposits for bank processing
• Monitor receivables and communicate with insureds regarding past due balances
• Coordinate account escalations and collection activities when necessary
• Process refunds in accordance with company procedures and timelines
• Support vendor payable processing activities
• Print and process checks related to claims, refunds, commissions, and other payments
• Maintain accurate documentation and support additional accounting and administrative projects as assigned
• Provide professional and timely customer service across all interactions

• Strong customer service and telephone communication skills
• Strong verbal and written communication abilities
• Strong organizational skills and ability to manage multiple priorities
• Proficiency with Microsoft Office applications, particularly Excel
• Strong attention to detail and accuracy
• Ability to think critically and solve problems efficiently
• Ability to work independently and as part of a team
• Previous office, billing, customer service, or administrative experience beneficial
• High school diploma or equivalent required
• Additional coursework in accounting, finance, or business beneficial

• billing
• account management
• payment processing
• documentation
• accounting
• finance
• customer service

• communication
• organizational skills
• attention to detail
• problem solving
• independence
• teamwork