About the Role
Customer Service Representative I – Brokerage Team
locations
CA – Remote
time type:Full time
We’re thrilled that you are interested in joining us here at the Amynta Group!
Builders Tradesman Insurance Services (BTIS) is a nationwide insurance wholesaler focused on servicing Enterprises of all sizes with commercial insurance products.
Come “Build” Your Career with Builders & Tradesmen’s Insurance Services
We are looking for a CUSTOMER SERVICE REPRESENTATIVE who will be responsible for assisting agents with inquiries regarding their policies, including status updates, billing issues, pending changes, audit questions, and more.
About the Role:
- Provide a range of routine customer service and support to agents and carriers over the phone, through email or chat to service new existing accounts in a high call volume environment
- Answer incoming phone calls with a positive and service-oriented attitude
- Deliver a high level of customer satisfaction with the goal of creating an exceptional experience.
- Maintain a continual working knowledge of our client’s products, services, and promotions
- Delivers service utilizing prescribed standards to supply accurate information to callers and resolve their issues
- Research, resolve and communicates information back to the customer in a clear and educated manner
- Follow standard procedures for proper escalation of unresolved issues to the appropriate internal teams
- Complete a variety of forms and documents based on guidelines
- Document all customer information, communications, and sales in CRM system
- Review and process applications, binders and other documents required for policy issuance
- Process policy endorsements, additional insureds, inspection changes and other requested policy changes
- Organize policy files for proper documentation management
- Work collaboratively with other team members and across departments to ensure accurate and timely completion of tasks
- Provide excellent customer service
- Other responsibilities as assigned
What we look for:
- High school graduate or equivalent education.
- 1+ years of customer service experience.
- Excellent written and verbal communication skills with the ability to receive and make calls with confidence.
- Strong organizational and desk management skills.
- Ability to be a team player collaborating with customers and others within the organization.
- Detail oriented to complete tasks accurately.
- Strong work ethic and time management skills.
- Working knowledge of Microsoft Office, web-based programs, and comfortable learning new software.