Customer Service Associate-Onsite

Customer Service Associate

The Customer Service Associate builds client relationships by researching, analyzing, and resolving service requests and complaints. This associate provides exceptional service to existing customers through service-related transactions via inbound and outbound calls. They ensure customers' needs are met while maintaining compliance with regulatory requirements. The Customer Service Associate is expected to utilize critical thinking skills to resolve issues, overcome objections, and de-escalate client interactions.

Responsibilities

What You Will Do :

• Responds to customer inquiries via inbound and outbound telephone interactions to address a variety of customer inquiries, including but not limited to, processing payments, resolving billing issues, processing claims, and answering eService inquiries.
• Provides professional and courteous service, including diffusing escalated clients to resolve concerns; completes service requests within departmental service levels.
• Reviews, research and / or analyzes necessary policy data in order to resolve client inquiries or concerns via telephone.
• Maintains accurate information and documentation in all administrative systems.
• Required to utilize multiple administration systems to service clients.
• Analyzes client trends to identify and mitigate risk, including, but not limited to, anti-money laundering, privacy concerns, premium financing and unethical practices.
• Maintains comprehensive knowledge of products, state regulations, policy details, and procedures.
• Identifies cross-selling opportunities and utilizes tailored approaches to secure sales leads.
• Identifies system or procedural problems and recommends improvements to benefit clients or home office associates.
• Attends and actively participates in required training sessions and team meetings.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

Work Setting / Position Demands :

Travel Requirements :