B&P Customer Specialist 1
Core
Primary contact responding to inquiries from internal and/or external customers, resolving issues using procedural manuals and system applications, and educating customers on online resources.
Role type
Customer service specialist (financial services)
Builds
Customer support and self-service access for financial products
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Customer service, product knowledge, problem-solving, compliance adherence, prioritization, keyboarding proficiency
Preferred skills
Understanding of insurance operations, ability to handle complex casework, tact and discretion
Technologies
Online procedural manuals, system applications
Responsibilities
Responding to customer inquiries, educating customers on self-service resources, serving as SME on billing and eligibility processes, identifying process improvement opportunities, ensuring compliance with state regulations