Claim Intake Representative

Responsibilities

• Provide problem resolution for external customers, as well as agency-based and home office employees
• Successfully resolves questions and inquiries from Financial Reps and clients
• Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
• Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients
• Educates clients and Financial Representatives on our client website and self-service capabilities
• Fosters a professional relationship with our clients to enhance brand loyalty
• Achieves productivity standards and goals while maintaining the highest level of customer service

• Associate degree in business or related field or equivalent combination of education and experience
• Previous customer service experience preferred
• Equally strong written and verbal communication skills
• Non-Registered fingerprinted will be required
• Ability to multi-task, prioritize and manage time effectively
• Willingness to embrace change in a fast paced work environment
• Desire to resolve complex problems
• A strong desire to continuously learn and improve
• Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages

• customer service
• problem resolution
• keyboard skills
• software proficiency

• communication skills
• multi-tasking
• time management
• adaptability
• problem-solving
• continuous learning
• relationship building

• Associate degree
• Non-Registered fingerprinted