Underwriting Customer Service Representative

Customer Service Support For Underwriting Department

Provide customer service support for the Underwriting Department. Provide prompt and courteous customer service as well as responsible for the assistance with various clerical duties in support of the department staff. Primary Responsibilities other duties may be assigned as necessary:

Answering and documenting phone calls from a call center environment

Make outgoing calls to verify application information with the applicant(s) or agent(s)

Type letters or send agent portal messages for amendments, additional requirements, declines, not taken application or policy and not in good order application problems

Follow up on requirements timely, Process Check Requests for declines, not taken application or policy and over payments

Process and input additional cash with application (CWA)

Follow-up on application and agent problems

Calculate premium difference and rates using mathematical skills: ability to add, subtract, multiply and divide

In a workflow system, match facsimiles and mail received to the appropriate file

Follow-up on all and process pending requirements when received including updating the admin database appropriately

Process applications with stop payments placed on the check or checks returned due to NSF

Work in a fast-paced environment while demonstrating critical and analytical thinking capabilities

Provide support in data entry and assist with quality control processes during periods of high volume to ensure accuracy and timely processing

Primary

Skills & Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:

High school diploma or GED equivalent

Medical insurance background preferred

Up to 2 years of proven customer support experience

Strong phone contact handling skills and active listening

Familiarity with Microsoft Office products

Ability to adapt and respond to different types of people and tasks

Excellent communication and documentation skills

Ability to multi-task, prioritize, and manage time effectively and efficiently

Reliable transportation and the ability to be punctual and dependable

Ability to work scheduled shifts, rotate schedules with other employees for proper department staffing needs and work overtime as needed. May have agent license but no active appointments