Customer Service Representative (Hybrid in Tyler, TX area) Job at Heartland Security Insurance Group Inc
Customer Service Representative (Hybrid option in Tyler, TX area)
Location: Tyler, TX
Primary Responsibility
The Customer Service Representative will be responsible for all aspects of customer service, including database management, client contact, and preparation of reports, renewals, proposals, and support for the CAS sales team.
Essential Functions & Responsibilities
- Provide assistance to the CAS sales team and clients.
- Prepare, review and proof proposals and data to ensure accuracy.
- Maintain client contact database and website users.
- Train new clients or contacts on the website.
- Assist with resolving client concerns or questions.
- Provide back up to the receptionist.
- Perform other clerical duties as required.
- All other duties as assigned
Additional Functions & Responsibilities
- Process audits annually.
- Process renewals annually.
Required Qualifications
- High school diploma or equivalent
- 3+ years relevant customer support and/or call center experience
- Experience that reflects ability to represent the company in a professional manner .
- A valid driver's license.
- Must report in-person to Tyler, TX location. Hybrid option available for those residing in Tyler, TX and surrounding areas.
Preferred Qualifications
- Previous experience in workers’ compensation claims preferred but not required.
- Customer phone support experience
- Financial services or insurance experience is a plus.
easonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge, Skills & Abilities
- Proficiency working on a computer
- Intermediate to advance proficiency in MS Word, Excel and Outlook.
- Excellent oral and written communication skills
- Ability to manage multiple tasks
- Ability to manage time and work efficiently
- Ability to work in a fast paced environment
- High level of accuracy and attention to detail
- Ability to provide exceptional customer service
- Strong verbal communicator
- Personable and attentive
Travel
- Less than 10% travel
Benefits
- Strong Base salary
- Continuing education provided
- Generous benefit plans including Medical, Dental, Vision and Life
- Immediate Holiday Pay and Paid Time Off after 60 days of employment
- Positive, diversified and fun environment
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