Insurance Transaction Customer Service Associate
Core
Provide support services for insurance customers by processing policy changes, handling billing inquiries, and resolving complex issues via phone, chat, and email.
Role type
Customer Service Associate (Insurance)
Builds
Customer support interactions and policy administration workflows
Domain
Insurance / Customer Service
Deliverable
client delivery
Required skills
Verbal and written communication, problem solving, attention to detail, multi-tasking, time management, basic PC keyboarding, Microsoft Office proficiency
Preferred skills
Prior healthcare/insurance experience, CRM application experience, cross-selling/upselling ability
Technologies
CRM applications, Microsoft Office (Outlook, Word, Excel), various software systems and databases
Responsibilities
Convey actions taken on insurance policies to customers, process policy changes including coverage and beneficiary updates, handle billing inquiries and premium payments, track and record outcomes of customer interactions, explain insurance products and policy details, identify cross-selling opportunities, adhere to compliance standards
Seniority
Entry-level to Junior