Apply on Employer Site

Risk Strategies Company · 2 months ago

Customer Service Representative - Life & Health (Veterinary-Focused)

United States

Full-time

Remote

Entry Level

$15.48/hr - $19.23/hr

1+ years exp

One80 Intermediaries is a leading insurance wholesaler and program manager. The Customer Service Representative provides exceptional service to insureds, carriers, and partners, handling inquiries and resolving issues related to coverage, claims, billing, and account information.

ConsultingFinanceFinancial ServicesInsuranceInsurTech

Responsibilities

Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner

Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates

Maintain accurate and complete customer service notes and documentation in the CRM system

Process client requests, policy changes, and updates received via phone, mail, or email

Identify opportunities for process improvement and communicate recurring issues or suggestions to the Team Lead or Supervisor

Follow established procedures to ensure compliance with company, client, and regulatory requirements, including HIPAA

Meet or exceed individual performance goals related to SLA, quality, and customer satisfaction

Participate in ongoing training to maintain up-to-date knowledge of products, procedures, and systems

Collaborate effectively within the team by sharing information, assisting peers, and contributing to a supportive and communicative environment

Support departmental initiatives, quality reviews, and process enhancements

Uphold a positive and professional demeanor that reflects the organization’s customer-centric culture

Qualification

Customer service experienceLife & Health licenseCRM system proficiencyInsurance industry knowledgeEmpathyCommunicationTeam collaboration

Required

High School diploma or equivalent required

1 to 2 years of customer service or call center experience required

Follow established procedures to ensure compliance with company, client, and regulatory requirements, including HIPAA

Meet or exceed individual performance goals related to SLA, quality, and customer satisfaction

Participate in ongoing training to maintain up-to-date knowledge of products, procedures, and systems

Uphold a positive and professional demeanor that reflects the organization's customer-centric culture

Preferred

Associate degree preferred

Insurance, healthcare, or financial services industry experience preferred

Life & Health license (IL) preferred or ability to obtain

Company

Risk Strategies Company

RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.

Founded in 1997

Boston, Massachusetts, USA

5001-10000 employees