Customer Service Associate III
Core
Communicate with customers and adjusters to understand requirements, manage property scheduling cases, and resolve complex issues with empathy.
Role type
Customer Service Associate (Claims & Scheduling)
Builds
Property scheduling solutions and claim resolution services for customers
Domain
Insurance / Property Claims
Deliverable
client delivery
Required skills
Empathy, outbound/inbound calling, claims document retrieval, form completion, insurance policy knowledge, data accuracy, claim investigation, tool utilization
Preferred skills
Insurance domain certification (AINS, AIC), voice process experience, property knowledge
Technologies
Zeal (learning platform), internal claims tools
Responsibilities
Communicate empathetically to help customers through scheduling, review claims and conduct follow-up calls, retrieve claim documents and obtain missing information, complete and email necessary forms, investigate and evaluate claim requirements
Seniority
Individual Contributor, entry to mid-level