Customer Service Representative, Atlanta
Core
Handle inbound and outbound calls for small business owners to resolve insurance issues like payment failures, document requests, and policy changes, ensuring customers know the truth and next steps.
Role type
Senior Customer Service Representative (Insurance Operations)
Builds
Customer support workflows for a commercial insurance brokerage serving small businesses
Domain
Insurance / Customer Operations
Deliverable
client delivery
Required skills
High-volume call handling, multi-tasking (talk/type/list), de-escalation, data entry, urgency prioritization, plain language explanation
Preferred skills
Spanish fluency, prior call center or dispatch experience, property and casualty insurance knowledge
Technologies
Proprietary insurance portal, CRM, telephony systems
Responsibilities
Answer inbound calls to diagnose and resolve customer issues, execute outbound follow-ups for payments and renewals, escalate urgent matters, maintain accurate case records, provide simple fixes like resending links or certificates
Seniority
Mid-level, hands-on IC