Customer Service Representative
Core
Handle inbound/outbound business calls and process mortgage insurance documentation.
Role type
Customer Service Representative (Insurance/Mortgage)
Builds
Customer support interactions and insurance data entry
Domain
Insurance brokerage / Mortgage
Deliverable
client delivery
Required skills
telephone techniques, data entry, policy form interpretation, Microsoft Office Suite, organizational skills
Preferred skills
community bank bond/D&O/property/casualty insurance experience
Technologies
Microsoft Office Suite, company computer system
Responsibilities
Answer telephone inquiries, process insurance documentation, maintain productivity and accuracy metrics, adhere to security/compliance policies, attend continuing education training
Seniority
Entry-level to Mid-level, hands-on IC