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Customer Service Escalation Specialist
Customer Service Escalation SpecialistWindward Risk Managers • Boca Raton, FL, United States
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Customer Service Escalation Specialist

Customer Service Escalation Specialist

Windward Risk Managers • Boca Raton, FL, United States
29 days ago
Job type
  • Full-time
Job description

Position Summary

We are seeking a dedicated Corporate Customer Service Specialist to join our team. This role involves managing escalated and complex customer matters received through phone calls, emails and processing requests. The ideal candidate will possess strong problem-solving and troubleshooting skills, as the position requires making decisions beyond standard guidelines. Please note this role is not part of the New Business / Renewal Underwriting Department.

Essential Functions

  • Handle escalated phone calls referred by the front-line customer service team
  • Research and make decisions on escalated endorsements
  • Assess and determine reinstatement for policies canceled due to non-payment
  • Respond to and triage emails from internal departments, making appropriate decisions
  • Provide written responses to customer questions and concerns
  • Assist in conducting quality reviews of customer service calls and related transactions
  • Identify trends in customer service and processing issues, recommending procedural changes focused on retention and enhancing customer experience
  • Identify opportunities for system improvements and provide actionable recommendations
  • Offer support during catastrophic weather events as needed
  • Perform other duties and projects as assigned

Required Education and Experience

  • Valid Florida Insurance License (2-20 or 20-44)
  • High school diploma is required; college education is preferred
  • Minimum of 5 years of current experience in Florida homeowners insurance, either in an agency or underwriting setting
  • Preferred Qualifications

  • Bilingual in English and Spanish is preferred
  • Experience or education in training and procedural documentation is a plus
  • Essential Skills

  • Advanced knowledge of Florida homeowners coverage, industry challenges, and basic underwriting practices
  • Strong analytical and critical thinking skills with the ability to think strategically
  • Exceptional attention to detail, particularly in complex or sensitive cases
  • Proven ability to collaborate effectively across teams to resolve high-priority issues
  • Excellent time management skills and the ability to adapt to changing priorities
  • Strong work ethic and discipline, especially while working remotely
  • Outstanding written communication skills, including excellent editing and proofreading abilities for professional correspondence
  • Excellent oral and interpersonal communication skills, maintaining professionalism under stress and effectively engaging with various audiences
  • Ability to demonstrate empathy while remaining objective
  • A proactive mindset with a can do attitude
  • Advanced proficiency in Microsoft Office, particularly Excel and Word
  • Base Pay Range

    $23.07 / hr - $26.44 / hr

    Seniority Level

    Mid-Senior level

    Employment Type

    Full-time

    Job Function

    Other

    Industry

    Insurance

    If you meet these qualifications and are ready to take on new challenges in a dynamic environment, we encourage you to apply.

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    Customer Service Specialist • Boca Raton, FL, United States

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