Customer Service Rep I (Finance)
Provides exceptional customer service to clients and their employees by handing calls in a timely, accurate and professional manner. Analyzes information and proofreads system entry for accuracy.
- Education equivalent to graduation from high school, supplemented by courses in word processing or the equivalent in related work experience.
- Previous experience in an office environment, preferably in a Call Center. Previous disability and leave management or insurance experience is a plus.
- Strong Customer Service
- Good personal computer skills/typing
- Attention to detail
- Able to work in a high volume environment
- Must be able to work a flexible schedule that may include early morning, evening, weekend, overnight or holiday shifts.
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- Consistently maintains a high level of customer satisfaction by demonstrating a helpful, considerate attitude and a pro-active customer service approach.*
- Enters new claims into the system timely and accurately in adherence to department processes and client specific policies *
- Based on claim details, if unable to respond to a caller's question or concern, the CSR must be able to identify and articulate the caller's issue and escalate the claim to the appropriate team member.*
- Operates a variety of office equipment such as ACD phones, printers, personal computers, fax machines and copiers. As needed, reports system problems to the appropriate person.*
- Keeps abreast of internal and external changes and developments.
- Assists in the training of new employees when needed
- Assists supervisor with various duties.
- Recommends new and/or improved procedures to improve efficiencies.
- Maintains a favorable and positive working relationship with internal and external sources.
- Keeps manager informed verbally and in writing of activities and problems within assigned area of responsibility; refers matters beyond limits of authority to manager.
- Participates in special projects and performs other duties as requested.
