Customer Service Representative
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Job Description
Customer Service Representative at Crump managing AXA Advisor requests for in-force policy inquiries. Providing accurate status updates and maintaining relationships with carrier representatives.
Responsibilities:
- Proactive response to AXA Advisor inquiries for in-force policies regarding status and activity.
- Ensuring optimal, prompt and accurate response and service is delivered to AXA Advisor at all times.
- Providing AXA Advisor with case status on pending variable agent of record changes and broker/dealer transfers.
- Process incoming requests for in-force policies and proactive communication and status updates to AXA Advisors on status.
- Maintain ongoing positive working relationships with carrier representatives to facilitate problem resolution on in-force business.
- Maintain current and working knowledge of multiple carrier in-force and conversion guidelines.
- Able to handle most calls and transactions independently, works with supervisor for direction and/or guidance on more complex request.
- Ability to follow instructions independently, create professional and comprehensive correspondence/memos to carriers and agents.
Requirements:
- High School diploma
- One year of experience, preferably in insurance industry
- Efficient PC keyboarding skills in Windows-based applications
- Ability to read and interpret documents such as carrier forms, agent information, and procedure manuals
- Organizational and analytical skills
- Strong, positive verbal and written communication skills
- Must possess strong problem solving skills and be able to solve problems with little or no assistance
- Must be able to interpret a variety of detailed instructions furnished in written, verbal, diagram or schedule form
- Detail oriented and strives for accuracy
- Must have sense of urgency and be able to prioritize workload in an efficient manner
- Individual must demonstrate strong role model skills and be able to prioritize workflow as changes occur throughout the day
Benefits:
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
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