Customer Service Representative

Description

It’s an exciting time to be at Peoples Powered by Hanscom Federal Credit Union & Fleetwood Insurance Group!

It’s an exciting time to be at Peoples Powered by Hanscom Federal Credit Union & Fleetwood Insurance Group!

• Members-first – our members are our top priority. We make business decisions with our members at the top of mind.
• Integrity – we’re honest and committed to doing what’s best for our members and our company. What is right isn’t the same as what is easy.
• Teamwork – we are in this together and we all benefit from our success.
• Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
• Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success.

$17.29/hr to $21.62/hr

Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.

• A full-time, permanent position.
• Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
• We are committed to fostering career growth and development – when you join our organization it’s not just a job.
• We look to develop your skills aligned to our business needs and help you progress in your career.

You are a dynamic, detail-oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.

• Process policy changes, cancellations, and other service requests as instructed by the Account Manager.
• Follow up on pending cancellations and policy lapses, including final-stage notification to insureds.
• Document material client discussions and carrier communications; follow up in accordance with department standards.
• Issue insurance .
• Assist Account Managers and Assistant Account Managers as needed.
• Assist clients with billing questions and coordinate follow-up as needed to support accurate and timely resolution.
• Provide coverage for other CSRs when necessary.
• Perform other related servicing duties as assigned.
• Maintain professional competence through continuing education, carrier resources, and industry knowledge relevant to risk analysis and client advice.
• Follow applicable insurance laws, agency policies, BSA responsibilities, and Fleetwood Insurance Group ethical standards.

• At least 1 year of customer service experience required.
• Clerical Office experience preferred.

• Detail-oriented, service focused, and able to communicate professionally both written and verbally.
• Effective organizational and time-management skills.
• Ability to organize work, handle multiple tasks, maintain attention to detail and follow-through.
• Proficient use of Microsoft Office.

• A high school degree or equivalent.

Able to bend, sit, and stand to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, scanners, and…