Customer Experience Specialist
Core
First point of contact for agents and policyholders in a call center, delivering service and resolving inquiries on policies, billing, and underwriting.
Role type
Customer Service Representative (Call Center)
Builds
Customer service interactions and policy/claims support
Domain
Insurance
Deliverable
client delivery
Required skills
Inbound/outbound call handling, policy and billing information accuracy, multi-application navigation, quote and policy change processing, underwriting guideline application, internal team collaboration
Preferred skills
Call center experience, insurance environment experience, Florida Personal Lines or General Lines license
Technologies
Microsoft Office, database systems, paperless technology systems
Responsibilities
Handle inbound and outbound calls, provide accurate policy and billing information, navigate computer applications to resolve inquiries, assist with quotes and policy changes, apply underwriting guidelines, collaborate with internal teams
Seniority
Entry-level, hands-on IC